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 | $147,662 | $94,031+57.0% | $115,768+27.6% | $82,448+79.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 12.67% | 20.61%-7.9pp | 100.46%-87.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $4,335 | $2,323+86.6% | $2,940+47.4% | $2,551+69.9% |
| Participant deferral / active EE | $7,566 | $3,972+90.5% | $4,917+53.9% | $4,139+82.8% |
| Admin fee / account holder | $6,120 | $10,249-40.3% | $12,439-50.8% | $7,234-15.4% |