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 | $159,270 | $109,359+45.6% | $162,163-1.8% | $72,985+118.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.65% | 25.46%-2.8pp | 115.59%-92.9pp | 81.00%-58.4pp |
| Employer contribution / active EE | $10,210 | $3,907+161.3% | $5,614+81.9% | $2,440+318.5% |
| Participant deferral / active EE | $9,963 | $5,481+81.8% | $7,298+36.5% | $3,607+176.2% |
| Admin fee / account holder | $7,301 | $7,972-8.4% | $10,843-32.7% | $5,124+42.5% |