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 | $165,120 | $138,347+19.4% | $184,203-10.4% | $80,856+104.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.55% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,545 | $4,850+34.9% | $6,427+1.8% | $2,755+137.6% |
| Participant deferral / active EE | $11,524 | $7,071+63.0% | $9,131+26.2% | $4,296+168.3% |
| Admin fee / account holder | $5,287 | $10,483-49.6% | $13,901-62.0% | $6,918-23.6% |