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 10-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 | $188,060 | $109,982+71.0% | $97,226+93.4% | $145,922+28.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.20% | 242.90%-226.7pp | 75.13%-58.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,464 | $3,084+44.8% | $2,729+63.6% | $4,660-4.2% |
| Participant deferral / active EE | $6,512 | $4,676+39.3% | $4,264+52.7% | $6,688-2.6% |
| Admin fee / account holder | $3,178 | $6,221-48.9% | $5,654-43.8% | $13,397-76.3% |