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 | $180,742 | $86,929+107.9% | $102,423+76.5% | $80,856+123.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.49% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,128 | $2,369+116.4% | $3,023+69.6% | $2,755+86.2% |
| Participant deferral / active EE | $10,348 | $4,118+151.3% | $5,053+104.8% | $4,296+140.9% |
| Admin fee / account holder | $22,484 | $8,049+179.3% | $9,451+137.9% | $6,918+225.0% |