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 | $198,839 | $58,577+239.4% | $83,333+138.6% | $64,186+209.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.41% | 9.65%-16.1pp | 10.63%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,412 | $2,098+62.6% | $3,379+1.0% | $2,381+43.3% |
| Participant deferral / active EE | $6,280 | $4,654+34.9% | $5,565+12.9% | $3,470+81.0% |
| Admin fee / account holder | $2,870 | $9,275-69.1% | $7,510-61.8% | $4,888-41.3% |