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 | $161,208 | $77,634+107.7% | $156,549+3.0% | $62,891+156.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.48% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,747 | $3,444-20.2% | $5,501-50.1% | $2,281+20.5% |
| Participant deferral / active EE | $2,747 | $3,045-9.8% | $4,871-43.6% | $3,203-14.2% |
| Admin fee / account holder | $6,039 | $5,561+8.6% | $13,027-53.6% | $4,296+40.6% |