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 | $204,510 | $65,041+214.4% | $90,951+124.9% | $79,858+156.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.46% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $735 | $1,247-41.1% | $2,122-65.4% | $2,471-70.2% |
| Participant deferral / active EE | $5,081 | $2,512+102.3% | $3,373+50.6% | $3,740+35.9% |
| Admin fee / account holder | $1,396 | $4,536-69.2% | $5,959-76.6% | $5,306-73.7% |