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 | $120,754 | $102,966+17.3% | $90,281+33.8% | $152,861-21.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 11.80% | 95.16%-83.4pp | 78.10%-66.3pp | 345.32%-333.5pp |
| Employer contribution / active EE | $14,247 | $3,139+353.9% | $2,854+399.1% | $4,762+199.2% |
| Participant deferral / active EE | $3,996 | $4,281-6.7% | $3,885+2.9% | $5,850-31.7% |
| Admin fee / account holder | $11,222 | $6,171+81.9% | $5,351+109.7% | $11,596-3.2% |