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 | $207,230 | $125,758+64.8% | $169,993+21.9% | $75,163+175.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.95% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $6,670 | $4,615+44.5% | $6,785-1.7% | $2,670+149.8% |
| Participant deferral / active EE | $7,054 | $6,837+3.2% | $10,408-32.2% | $4,125+71.0% |
| Admin fee / account holder | $2,228 | $8,173-72.7% | $12,815-82.6% | $5,651-60.6% |