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 | $197,112 | $106,749+84.6% | $145,433+35.5% | $82,448+139.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.37% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $13,996 | $3,444+306.3% | $4,554+207.3% | $2,551+448.7% |
| Participant deferral / active EE | $9,856 | $6,519+51.2% | $7,897+24.8% | $4,139+138.1% |
| Admin fee / account holder | $2,564 | $8,390-69.4% | $13,129-80.5% | $7,234-64.6% |