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 | $161,847 | $111,754+44.8% | $103,333+56.6% | $145,922+10.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.19% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,816 | $4,212-56.9% | $3,868-53.0% | $4,660-61.0% |
| Participant deferral / active EE | $18,304 | $5,619+225.8% | $5,057+261.9% | $6,688+173.7% |
| Admin fee / account holder | $5,137 | $9,750-47.3% | $8,355-38.5% | $13,397-61.7% |