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 | $244,685 | $83,477+193.1% | $125,175+95.5% | $72,985+235.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.62% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,633 | $2,345+97.5% | $3,865+19.8% | $2,440+89.9% |
| Participant deferral / active EE | $9,384 | $3,585+161.7% | $4,937+90.1% | $3,607+160.1% |
| Admin fee / account holder | $8,177 | $5,517+48.2% | $9,702-15.7% | $5,124+59.6% |