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 | $198,938 | $68,547+190.2% | $120,354+65.3% | $80,856+146.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 11.96% | 23.60%-11.6pp | 107.15%-95.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,820 | $2,051+135.0% | $3,463+39.2% | $2,755+75.0% |
| Participant deferral / active EE | $8,636 | $3,173+172.1% | $4,991+73.0% | $4,296+101.0% |
| Admin fee / account holder | $8,243 | $5,732+43.8% | $9,423-12.5% | $6,918+19.2% |