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 | $221,721 | $135,952+63.1% | $123,892+79.0% | $273,961-19.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.00% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,296 | $5,170-36.3% | $4,617-28.6% | $4,869-32.3% |
| Participant deferral / active EE | $14,527 | $6,343+129.0% | $5,984+142.8% | $5,287+174.8% |
| Admin fee / account holder | $4,051 | $9,817-58.7% | $8,357-51.5% | $10,132-60.0% |