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 | $157,681 | $76,401+106.4% | $106,387+48.2% | $64,186+145.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | 28.01% | -2.19%+30.2pp | 0.25%+27.8pp | 7.63%+20.4pp |
| Employer contribution / active EE | $2,206 | $2,680-17.7% | $3,520-37.3% | $2,381-7.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,622 | $4,610+87.0% | $7,510+14.8% | $4,888+76.4% |