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 | $178,036 | $91,190+95.2% | $178,490-0.3% | $79,858+122.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.17% | 24.19%-13.0pp | 151.07%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,612 | $3,256+10.9% | $5,011-27.9% | $2,471+46.2% |
| Participant deferral / active EE | $6,346 | $3,236+96.1% | $5,202+22.0% | $3,740+69.7% |
| Admin fee / account holder | $3,924 | $6,751-41.9% | $13,984-71.9% | $5,306-26.1% |