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 | $223,574 | $81,248+175.2% | $155,509+43.8% | $80,856+176.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.71% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $7,107 | $3,100+129.2% | $4,672+52.1% | $2,755+158.0% |
| Participant deferral / active EE | $6,186 | $3,452+79.2% | $5,626+10.0% | $4,296+44.0% |
| Admin fee / account holder | $550 | $7,997-93.1% | $15,912-96.5% | $6,918-92.1% |