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 | $121,360 | $77,899+55.8% | $149,673-18.9% | $75,163+61.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.70% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $9,209 | $3,137+193.5% | $4,818+91.2% | $2,670+244.9% |
| Participant deferral / active EE | $6,962 | $3,411+104.1% | $5,680+22.6% | $4,125+68.8% |
| Admin fee / account holder | $910 | $5,956-84.7% | $13,210-93.1% | $5,651-83.9% |