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 | $159,026 | $84,233+88.8% | $170,442-6.7% | $70,131+126.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.95% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,037 | $3,387-39.8% | $5,433-62.5% | $2,342-13.0% |
| Participant deferral / active EE | $3,768 | $3,086+22.1% | $4,939-23.7% | $3,332+13.1% |
| Admin fee / account holder | $1,922 | $5,698-66.3% | $13,880-86.2% | $4,645-58.6% |