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 | $170,627 | $114,381+49.2% | $107,525+58.7% | $142,382+19.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.12% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,400 | $4,015-40.2% | $3,754-36.1% | $4,299-44.2% |
| Participant deferral / active EE | $13,676 | $5,564+145.8% | $5,116+167.3% | $6,507+110.2% |
| Admin fee / account holder | $570 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |