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 | $161,541 | $63,764+153.3% | $81,930+97.2% | $79,858+102.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.47% | 22.66%-10.2pp | 29.49%-17.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,713 | $1,795+51.1% | $4,310-37.0% | $2,471+9.8% |
| Participant deferral / active EE | $4,678 | $2,780+68.2% | $7,107-34.2% | $3,740+25.1% |
| Admin fee / account holder | $7,395 | $4,426+67.1% | $5,158+43.4% | $5,306+39.4% |