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 | $171,826 | $94,752+81.3% | $112,887+52.2% | $139,434+23.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.23% | 40.88%-20.7pp | 34.10%-13.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,342 | $4,625-71.0% | $4,563-70.6% | $4,751-71.8% |
| Participant deferral / active EE | $3,704 | $6,512-43.1% | $6,513-43.1% | $6,710-44.8% |
| Admin fee / account holder | $12,201 | $8,527+43.1% | $7,047+73.1% | $11,403+7.0% |