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 | $211,286 | $92,222+129.1% | $76,768+175.2% | $135,375+56.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.76% | 5.46%+3.3pp | 2.43%+6.3pp | 519.73%-511.0pp |
| Employer contribution / active EE | $1,434 | $3,216-55.4% | $2,485-42.3% | $4,779-70.0% |
| Participant deferral / active EE | $3,537 | $4,509-21.6% | $3,852-8.2% | $5,609-36.9% |
| Admin fee / account holder | $5,062 | $10,748-52.9% | $6,675-24.2% | $10,827-53.2% |