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 | $224,690 | $146,267+53.6% | $197,124+14.0% | $82,448+172.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.03% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $15,840 | $4,723+235.4% | $6,227+154.4% | $2,551+520.9% |
| Participant deferral / active EE | $10,576 | $7,035+50.3% | $9,135+15.8% | $4,139+155.5% |
| Admin fee / account holder | $18,167 | $14,422+26.0% | $16,298+11.5% | $7,234+151.1% |