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 | $214,665 | $80,717+165.9% | $154,803+38.7% | $84,808+153.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.43% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $8,981 | $2,761+225.3% | $4,305+108.6% | $2,631+241.4% |
| Participant deferral / active EE | $6,249 | $3,303+89.2% | $5,540+12.8% | $4,212+48.4% |
| Admin fee / account holder | $2,867 | $6,746-57.5% | $14,329-80.0% | $7,344-61.0% |