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 | $173,955 | $118,680+46.6% | $98,907+75.9% | $158,922+9.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.49% | 372.35%-353.9pp | 196.43%-177.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,940 | $3,333+48.2% | $2,689+83.7% | $4,761+3.7% |
| Participant deferral / active EE | $7,164 | $5,088+40.8% | $4,244+68.8% | $5,982+19.7% |
| Admin fee / account holder | $2,319 | $10,131-77.1% | $6,642-65.1% | $11,246-79.4% |