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 | $187,459 | $138,347+35.5% | $184,203+1.8% | $80,856+131.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.67% | 20.02%-1.3pp | 28.81%-10.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $13,274 | $4,850+173.7% | $6,427+106.5% | $2,755+381.9% |
| Participant deferral / active EE | $8,146 | $7,071+15.2% | $9,131-10.8% | $4,296+89.6% |
| Admin fee / account holder | $21,276 | $10,483+102.9% | $13,901+53.1% | $6,918+207.5% |