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 | $165,942 | $87,013+90.7% | $106,213+56.2% | $80,856+105.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.06% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,843 | $2,395+18.7% | $3,171-10.4% | $2,755+3.2% |
| Participant deferral / active EE | $8,351 | $3,986+109.5% | $5,016+66.5% | $4,296+94.4% |
| Admin fee / account holder | $661 | $8,431-92.2% | $11,033-94.0% | $6,918-90.4% |