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 | $249,648 | $109,881+127.2% | $150,045+66.4% | $84,808+194.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.05% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,291 | $3,561+20.5% | $4,693-8.6% | $2,631+63.1% |
| Participant deferral / active EE | $9,411 | $6,636+41.8% | $7,997+17.7% | $4,212+123.4% |
| Admin fee / account holder | $9,301 | $8,568+8.6% | $13,435-30.8% | $7,344+26.7% |