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 | $145,798 | $86,944+67.7% | $107,525+35.6% | $74,304+96.2% |
| Participation rate | 78.8% | 59.6%+19.2pp | 75.1%+3.7pp | 60.3%+18.4pp |
| Annual return | 20.30% | 23.52%-3.2pp | 181.32%-161.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $4,399 | $2,757+59.6% | $3,754+17.2% | $2,241+96.3% |
| Participant deferral / active EE | $10,222 | $3,554+187.6% | $5,116+99.8% | $3,767+171.3% |
| Admin fee / account holder | $52,684 | $3,727+1313.8% | $8,919+490.7% | $2,969+1674.6% |