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 | $168,152 | $132,239+27.2% | $105,722+59.1% | $273,961-38.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 14.68% | 10.07%+4.6pp | 12.25%+2.4pp | 41.45%-26.8pp |
| Employer contribution / active EE | $7,404 | $4,867+52.1% | $4,079+81.5% | $4,869+52.1% |
| Participant deferral / active EE | $11,201 | $6,233+79.7% | $5,326+110.3% | $5,287+111.9% |
| Admin fee / account holder | $786 | $12,032-93.5% | $8,308-90.5% | $10,132-92.2% |