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 | $218,501 | $82,882+163.6% | $127,761+71.0% | $72,985+199.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 21.81% | 32.20%-10.4pp | 26.14%-4.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,716 | $3,346+11.0% | $4,574-18.8% | $2,440+52.3% |
| Participant deferral / active EE | $11,085 | $4,791+131.4% | $6,021+84.1% | $3,607+207.3% |
| Admin fee / account holder | $28,775 | $6,487+343.6% | $9,395+206.3% | $5,124+461.5% |