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 | $223,600 | $124,425+79.7% | $112,040+99.6% | $137,256+62.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.76% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,706 | $3,411-20.7% | $2,954-8.4% | $4,156-34.9% |
| Participant deferral / active EE | $7,441 | $5,718+30.1% | $5,098+46.0% | $6,407+16.1% |
| Admin fee / account holder | $34,518 | $15,207+127.0% | $12,098+185.3% | $12,270+181.3% |