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 | $205,806 | $89,753+129.3% | $107,525+91.4% | $84,808+142.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.23% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,984 | $3,113+92.2% | $3,754+59.4% | $2,631+127.4% |
| Participant deferral / active EE | $6,927 | $4,056+70.8% | $5,116+35.4% | $4,212+64.5% |
| Admin fee / account holder | $1,540 | $7,222-78.7% | $8,919-82.7% | $7,344-79.0% |