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 | $181,218 | $72,492+150.0% | $87,100+108.1% | $72,985+148.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.56% | 24.46%-6.9pp | 28.19%-10.6pp | 81.00%-63.4pp |
| Employer contribution / active EE | $3,421 | $1,894+80.6% | $2,521+35.7% | $2,440+40.2% |
| Participant deferral / active EE | $5,024 | $3,270+53.7% | $4,049+24.1% | $3,607+39.3% |
| Admin fee / account holder | $33,694 | $5,055+566.6% | $7,497+349.5% | $5,124+557.5% |