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 | $171,347 | $123,793+38.4% | $177,821-3.6% | $79,858+114.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.93% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $11,632 | $4,095+184.0% | $5,918+96.5% | $2,471+370.8% |
| Participant deferral / active EE | $19,316 | $5,956+224.3% | $7,714+150.4% | $3,740+416.5% |
| Admin fee / account holder | $6,507 | $7,243-10.2% | $12,427-47.6% | $5,306+22.6% |