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 | $182,843 | $80,717+126.5% | $154,803+18.1% | $84,808+115.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.92% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,183 | $2,761+51.5% | $4,305-2.9% | $2,631+59.0% |
| Participant deferral / active EE | $2,567 | $3,303-22.3% | $5,540-53.7% | $4,212-39.1% |
| Admin fee / account holder | $750 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |