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 | $232,288 | $86,929+167.2% | $102,423+126.8% | $80,856+187.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 21.57% | 18.88%+2.7pp | 29.32%-7.8pp | 35.59%-14.0pp |
| Employer contribution / active EE | $11,042 | $2,369+366.0% | $3,023+265.2% | $2,755+300.8% |
| Participant deferral / active EE | $11,787 | $4,118+186.2% | $5,053+133.3% | $4,296+174.4% |
| Admin fee / account holder | $10,552 | $8,049+31.1% | $9,451+11.7% | $6,918+52.5% |