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 | $190,600 | $138,347+37.8% | $184,203+3.5% | $80,856+135.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.83% | 20.02%-1.2pp | 28.81%-10.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $3,530 | $4,850-27.2% | $6,427-45.1% | $2,755+28.1% |
| Participant deferral / active EE | $12,185 | $7,071+72.3% | $9,131+33.4% | $4,296+183.7% |
| Admin fee / account holder | $22,706 | $10,483+116.6% | $13,901+63.3% | $6,918+228.2% |