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 | $142,634 | $109,881+29.8% | $150,045-4.9% | $84,808+68.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.38% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $7,436 | $3,561+108.8% | $4,693+58.4% | $2,631+182.6% |
| Participant deferral / active EE | $6,943 | $6,636+4.6% | $7,997-13.2% | $4,212+64.9% |
| Admin fee / account holder | $6,607 | $8,568-22.9% | $13,435-50.8% | $7,344-10.0% |