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 | $237,117 | $99,341+138.7% | $84,750+179.8% | $273,961-13.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.71% | 22.93%-20.2pp | 22.78%-20.1pp | 41.45%-38.7pp |
| Employer contribution / active EE | $12,468 | $4,214+195.9% | $3,574+248.8% | $4,869+156.1% |
| Participant deferral / active EE | $1,428 | $4,269-66.6% | $3,712-61.5% | $5,287-73.0% |
| Admin fee / account holder | $279,604 | $6,644+4108.4% | $5,332+5143.7% | $10,132+2659.6% |