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 | $150,101 | $95,266+57.6% | $82,389+82.2% | $142,382+5.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.93% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,303 | $2,991+43.9% | $2,517+71.0% | $4,299+0.1% |
| Participant deferral / active EE | $10,351 | $4,809+115.3% | $4,155+149.2% | $6,507+59.1% |
| Admin fee / account holder | $404 | $8,563-95.3% | $7,231-94.4% | $12,624-96.8% |