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 | $169,174 | $114,381+47.9% | $107,525+57.3% | $142,382+18.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.50% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,068 | $4,015-23.6% | $3,754-18.3% | $4,299-28.6% |
| Participant deferral / active EE | $5,920 | $5,564+6.4% | $5,116+15.7% | $6,507-9.0% |
| Admin fee / account holder | $6,534 | $9,860-33.7% | $8,919-26.7% | $12,624-48.2% |