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 | $164,675 | $111,535+47.6% | $105,223+56.5% | $137,256+20.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.94% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $13,871 | $3,939+252.1% | $3,689+276.0% | $4,156+233.7% |
| Participant deferral / active EE | $9,218 | $5,500+67.6% | $5,072+81.8% | $6,407+43.9% |
| Admin fee / account holder | $13,544 | $9,721+39.3% | $8,859+52.9% | $12,270+10.4% |