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 | $179,606 | $96,557+86.0% | $80,975+121.8% | $273,961-34.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.77% | 15.14%-5.4pp | 17.10%-7.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $4,450 | $4,868-8.6% | $3,714+19.8% | $4,869-8.6% |
| Participant deferral / active EE | $17,052 | $6,598+158.5% | $5,696+199.4% | $5,287+222.5% |
| Admin fee / account holder | $26,277 | $7,492+250.7% | $5,516+376.4% | $10,132+159.3% |