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 | $222,764 | $86,929+156.3% | $102,423+117.5% | $80,856+175.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.73% | 18.88%-0.2pp | 29.32%-10.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,157 | $2,369+33.2% | $3,023+4.4% | $2,755+14.6% |
| Participant deferral / active EE | $3,096 | $4,118-24.8% | $5,053-38.7% | $4,296-27.9% |
| Admin fee / account holder | $27,544 | $8,049+242.2% | $9,451+191.4% | $6,918+298.1% |