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 | $167,383 | $99,341+68.5% | $84,750+97.5% | $273,961-38.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.33% | 22.93%-19.6pp | 22.78%-19.5pp | 41.45%-38.1pp |
| Employer contribution / active EE | $705 | $4,214-83.3% | $3,574-80.3% | $4,869-85.5% |
| Participant deferral / active EE | $13,037 | $4,269+205.4% | $3,712+251.2% | $5,287+146.6% |
| Admin fee / account holder | $1,059 | $6,644-84.1% | $5,332-80.1% | $10,132-89.5% |