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 | $205,414 | $86,929+136.3% | $102,423+100.6% | $80,856+154.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.71% | 18.88%-1.2pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $4,085 | $2,369+72.4% | $3,023+35.1% | $2,755+48.3% |
| Participant deferral / active EE | $4,943 | $4,118+20.0% | $5,053-2.2% | $4,296+15.1% |
| Admin fee / account holder | $4,179 | $8,049-48.1% | $9,451-55.8% | $6,918-39.6% |