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 | $169,291 | $117,983+43.5% | $101,794+66.3% | $142,382+18.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.12% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,241 | $2,773+125.1% | $2,289+172.7% | $4,299+45.2% |
| Participant deferral / active EE | $3,460 | $4,714-26.6% | $4,084-15.3% | $6,507-46.8% |
| Admin fee / account holder | $12,324 | $10,433+18.1% | $8,777+40.4% | $12,624-2.4% |