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 | $193,025 | $85,766+125.1% | $136,294+41.6% | $70,131+175.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.50% | 31.45%-13.0pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,454 | $2,966+16.5% | $4,695-26.4% | $2,342+47.5% |
| Participant deferral / active EE | $8,074 | $5,051+59.8% | $6,247+29.2% | $3,332+142.3% |
| Admin fee / account holder | $7,600 | $5,420+40.2% | $9,243-17.8% | $4,645+63.6% |