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 | $182,732 | $106,515+71.6% | $96,683+89.0% | $139,434+31.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.03% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $9,793 | $4,103+138.7% | $3,737+162.1% | $4,751+106.1% |
| Participant deferral / active EE | $4,577 | $5,454-16.1% | $4,878-6.2% | $6,710-31.8% |
| Admin fee / account holder | $55,357 | $7,877+602.8% | $6,730+722.6% | $11,403+385.5% |