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 | $177,054 | $58,523+202.5% | $99,443+78.0% | $72,985+142.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 20.76% | 28.51%-7.7pp | 30.72%-10.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $4,035 | $1,512+166.9% | $2,540+58.9% | $2,440+65.4% |
| Participant deferral / active EE | $4,527 | $2,606+73.7% | $3,619+25.1% | $3,607+25.5% |
| Admin fee / account holder | $5,537 | $4,102+35.0% | $6,250-11.4% | $5,124+8.0% |