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 | $214,278 | $99,341+115.7% | $84,750+152.8% | $273,961-21.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.63% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,126 | $4,214-49.5% | $3,574-40.5% | $4,869-56.3% |
| Participant deferral / active EE | $2,830 | $4,269-33.7% | $3,712-23.8% | $5,287-46.5% |
| Admin fee / account holder | $4,739 | $6,644-28.7% | $5,332-11.1% | $10,132-53.2% |