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 4-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 | $126,440 | $102,317+23.6% | $146,958-14.0% | $80,856+56.4% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 15.07% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $20,968 | $3,713+464.7% | $4,933+325.1% | $2,755+661.1% |
| Participant deferral / active EE | $16,963 | $6,644+155.3% | $8,070+110.2% | $4,296+294.9% |
| Admin fee / account holder | $1,800 | $7,941-77.3% | $12,998-86.2% | $6,918-74.0% |