See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,583 | $53,516+183.2% | $126,539+19.8% | $84,808+78.7% |
| Participation rate | 82.5% | 58.2%+24.3pp | 69.8%+12.7pp | 68.3%+14.2pp |
| Annual return | 23.97% | 58.34%-34.4pp | 425.95%-402.0pp | 40.90%-16.9pp |
| Employer contribution / active EE | $4,779 | $1,535+211.4% | $3,674+30.1% | $2,631+81.6% |
| Participant deferral / active EE | $9,096 | $2,671+240.6% | $4,083+122.8% | $4,212+116.0% |
| Admin fee / account holder | $670 | $4,497-85.1% | $6,065-88.9% | $7,344-90.9% |