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 | $177,322 | $78,422+126.1% | $95,952+84.8% | $79,858+122.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.87% | 19.37%-0.5pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,093 | $1,945+110.4% | $2,541+61.1% | $2,471+65.7% |
| Participant deferral / active EE | $6,441 | $3,440+87.3% | $4,167+54.6% | $3,740+72.2% |
| Admin fee / account holder | $5,117 | $5,622-9.0% | $6,795-24.7% | $5,306-3.6% |