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 | $213,366 | $83,477+155.6% | $125,175+70.5% | $72,985+192.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.25% | 25.78%-5.5pp | 43.79%-23.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $8,886 | $2,345+278.9% | $3,865+129.9% | $2,440+264.2% |
| Participant deferral / active EE | $2,148 | $3,585-40.1% | $4,937-56.5% | $3,607-40.5% |
| Admin fee / account holder | $5,639 | $5,517+2.2% | $9,702-41.9% | $5,124+10.1% |