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 | $176,296 | $111,535+58.1% | $105,223+67.5% | $137,256+28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.64% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,591 | $3,939+16.5% | $3,689+24.5% | $4,156+10.5% |
| Participant deferral / active EE | $6,036 | $5,500+9.7% | $5,072+19.0% | $6,407-5.8% |
| Admin fee / account holder | $6,235 | $9,721-35.9% | $8,859-29.6% | $12,270-49.2% |