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 | $147,729 | $46,869+215.2% | $122,332+20.8% | $70,131+110.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.75% | 24.22%-10.5pp | 30.27%-16.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,539 | $1,288+97.2% | $4,050-37.3% | $2,342+8.4% |
| Participant deferral / active EE | $2,539 | $2,166+17.2% | $3,287-22.8% | $3,332-23.8% |
| Admin fee / account holder | $16,185 | $3,322+387.1% | $5,478+195.5% | $4,645+248.4% |