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 | $201,688 | $59,101+241.3% | $77,163+161.4% | $75,163+168.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.75% | 26.71%-13.0pp | 37.87%-24.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $7,676 | $1,995+284.7% | $2,535+202.8% | $2,670+187.5% |
| Participant deferral / active EE | $5,996 | $2,999+99.9% | $3,833+56.4% | $4,125+45.4% |
| Admin fee / account holder | $3,588 | $4,774-24.8% | $5,472-34.4% | $5,651-36.5% |