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 | $187,814 | $114,381+64.2% | $107,525+74.7% | $142,382+31.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.25% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,857 | $4,015-28.8% | $3,754-23.9% | $4,299-33.5% |
| Participant deferral / active EE | $5,477 | $5,564-1.6% | $5,116+7.1% | $6,507-15.8% |
| Admin fee / account holder | $1,608 | $9,860-83.7% | $8,919-82.0% | $12,624-87.3% |