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 | $223,700 | $138,385+61.7% | $184,200+21.4% | $80,874+176.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.10% | 20.02%-2.9pp | 28.80%-11.7pp | 35.62%-18.5pp |
| Employer contribution / active EE | $8,555 | $4,849+76.4% | $6,424+33.2% | $2,756+210.4% |
| Participant deferral / active EE | $14,151 | $7,073+100.1% | $9,132+55.0% | $4,297+229.3% |
| Admin fee / account holder | $17,947 | $10,483+71.2% | $13,907+29.0% | $6,935+158.8% |