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 | $162,026 | $118,450+36.8% | $98,439+64.6% | $139,434+16.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.78% | 18.94%-6.2pp | 21.16%-8.4pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,417 | $3,609-5.3% | $3,048+12.1% | $4,751-28.1% |
| Participant deferral / active EE | $21,064 | $5,392+290.7% | $4,738+344.6% | $6,710+213.9% |
| Admin fee / account holder | $6,533 | $14,026-53.4% | $8,948-27.0% | $11,403-42.7% |