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 | $207,628 | $60,022+245.9% | $88,946+133.4% | $84,808+144.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.72% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,382 | $1,703+98.6% | $2,555+32.4% | $2,631+28.5% |
| Participant deferral / active EE | $8,019 | $3,114+157.5% | $4,581+75.0% | $4,212+90.4% |
| Admin fee / account holder | $4,202 | $4,811-12.7% | $8,261-49.1% | $7,344-42.8% |