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 | $203,354 | $149,734+35.8% | $118,925+71.0% | $158,922+28.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.74% | 19.95%-4.2pp | 35.88%-20.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,042 | $4,115-50.4% | $3,263-37.4% | $4,761-57.1% |
| Participant deferral / active EE | $8,093 | $5,223+54.9% | $4,265+89.7% | $5,982+35.3% |
| Admin fee / account holder | $12,023 | $8,603+39.7% | $6,581+82.7% | $11,246+6.9% |