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 | $159,613 | $89,355+78.6% | $141,162+13.1% | $72,985+118.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.60% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $782 | $3,114-74.9% | $4,735-83.5% | $2,440-67.9% |
| Participant deferral / active EE | $11,645 | $5,418+114.9% | $6,709+73.6% | $3,607+222.8% |
| Admin fee / account holder | $12,728 | $5,958+113.6% | $10,261+24.0% | $5,124+148.4% |