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 | $179,177 | $117,841+52.0% | $102,423+74.9% | $145,922+22.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 31.65%-14.7pp | 29.32%-12.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,438 | $3,615-32.6% | $3,023-19.4% | $4,660-47.7% |
| Participant deferral / active EE | $3,987 | $5,731-30.4% | $5,053-21.1% | $6,688-40.4% |
| Admin fee / account holder | $55,030 | $13,326+313.0% | $9,451+482.3% | $13,397+310.8% |