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 | $199,421 | $77,419+157.6% | $69,455+187.1% | $152,861+30.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.62% | 39.06%-21.4pp | 28.97%-11.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,373 | $3,315+1.7% | $2,779+21.4% | $4,762-29.2% |
| Participant deferral / active EE | $16,179 | $4,414+266.6% | $3,535+357.6% | $5,850+176.6% |
| Admin fee / account holder | $7,717 | $6,207+24.3% | $3,839+101.0% | $11,596-33.5% |