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 | $177,650 | $109,881+61.7% | $150,045+18.4% | $84,808+109.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.89% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,850 | $3,561+8.1% | $4,693-18.0% | $2,631+46.3% |
| Participant deferral / active EE | $10,358 | $6,636+56.1% | $7,997+29.5% | $4,212+145.9% |
| Admin fee / account holder | $2,943 | $8,568-65.6% | $13,435-78.1% | $7,344-59.9% |