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 | $160,778 | $85,022+89.1% | $70,515+128.0% | $139,434+15.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.10% | 30.38%-19.3pp | 32.77%-21.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,618 | $3,909-7.4% | $2,973+21.7% | $4,751-23.8% |
| Participant deferral / active EE | $3,208 | $5,890-45.5% | $4,567-29.8% | $6,710-52.2% |
| Admin fee / account holder | $1,956 | $8,906-78.0% | $6,412-69.5% | $11,403-82.8% |