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 | $191,749 | $161,352+18.8% | $134,172+42.9% | $137,256+39.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.96% | 28.72%-16.8pp | 25.30%-13.3pp | 220.34%-208.4pp |
| Employer contribution / active EE | $14,312 | $4,099+249.2% | $3,420+318.5% | $4,156+244.4% |
| Participant deferral / active EE | $10,803 | $5,552+94.6% | $4,690+130.3% | $6,407+68.6% |
| Admin fee / account holder | $4,149 | $15,028-72.4% | $12,016-65.5% | $12,270-66.2% |