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 | $183,911 | $111,754+64.6% | $103,333+78.0% | $145,922+26.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $9,834 | $4,212+133.5% | $3,868+154.3% | $4,660+111.1% |
| Participant deferral / active EE | $6,506 | $5,619+15.8% | $5,057+28.6% | $6,688-2.7% |
| Admin fee / account holder | $2,716 | $9,750-72.1% | $8,355-67.5% | $13,397-79.7% |