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 | $189,788 | $117,841+61.1% | $102,423+85.3% | $145,922+30.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.71% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,160 | $3,615-67.9% | $3,023-61.6% | $4,660-75.1% |
| Participant deferral / active EE | $6,746 | $5,731+17.7% | $5,053+33.5% | $6,688+0.9% |
| Admin fee / account holder | $10,160 | $13,326-23.8% | $9,451+7.5% | $13,397-24.2% |