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 | $170,142 | $81,233+109.4% | $155,567+9.4% | $80,874+110.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.54% | 33.33%-13.8pp | 64.74%-45.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $2,769 | $3,101-10.7% | $4,674-40.8% | $2,756+0.5% |
| Participant deferral / active EE | $4,503 | $3,452+30.4% | $5,628-20.0% | $4,297+4.8% |
| Admin fee / account holder | $10,311 | $7,998+28.9% | $15,916-35.2% | $6,935+48.7% |