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 | $218,150 | $85,022+156.6% | $70,515+209.4% | $139,434+56.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.39% | 30.38%-14.0pp | 32.77%-16.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $5,820 | $3,909+48.9% | $2,973+95.7% | $4,751+22.5% |
| Participant deferral / active EE | $7,564 | $5,890+28.4% | $4,567+65.6% | $6,710+12.7% |
| Admin fee / account holder | $2,287 | $8,906-74.3% | $6,412-64.3% | $11,403-79.9% |