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 | $190,757 | $72,277+163.9% | $101,248+88.4% | $79,858+138.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.47% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $6,646 | $2,692+146.9% | $3,660+81.6% | $2,471+169.0% |
| Participant deferral / active EE | $2,960 | $3,282-9.8% | $4,370-32.3% | $3,740-20.8% |
| Admin fee / account holder | $6,383 | $4,400+45.1% | $5,945+7.4% | $5,306+20.3% |