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 | $173,985 | $81,947+112.3% | $105,387+65.1% | $72,985+138.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.58% | 42.90%-18.3pp | 26.82%-2.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,451 | $3,468-29.3% | $4,213-41.8% | $2,440+0.4% |
| Participant deferral / active EE | $8,656 | $4,494+92.6% | $5,502+57.3% | $3,607+140.0% |
| Admin fee / account holder | $1,265 | $6,258-79.8% | $6,559-80.7% | $5,124-75.3% |