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 | $167,160 | $56,897+193.8% | $84,750+97.2% | $62,891+165.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.88% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $7,255 | $2,400+202.3% | $3,574+103.0% | $2,281+218.1% |
| Participant deferral / active EE | $4,945 | $2,709+82.5% | $3,712+33.2% | $3,203+54.4% |
| Admin fee / account holder | $3,556 | $3,581-0.7% | $5,332-33.3% | $4,296-17.2% |