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 | $208,701 | $72,277+188.8% | $101,248+106.1% | $79,858+161.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.75% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $16,326 | $2,692+506.6% | $3,660+346.1% | $2,471+560.8% |
| Participant deferral / active EE | $7,269 | $3,282+121.5% | $4,370+66.3% | $3,740+94.4% |
| Admin fee / account holder | $1,694 | $4,400-61.5% | $5,945-71.5% | $5,306-68.1% |