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 | $177,942 | $51,576+245.0% | $129,207+37.7% | $80,856+120.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.30% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $13,684 | $1,584+764.0% | $4,153+229.5% | $2,755+396.7% |
| Participant deferral / active EE | $5,828 | $2,669+118.4% | $4,168+39.8% | $4,296+35.7% |
| Admin fee / account holder | $15,703 | $4,305+264.8% | $7,715+103.5% | $6,918+127.0% |