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 | $186,672 | $106,515+75.3% | $96,683+93.1% | $139,434+33.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.91% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,477 | $4,103-15.2% | $3,737-6.9% | $4,751-26.8% |
| Participant deferral / active EE | $7,724 | $5,454+41.6% | $4,878+58.3% | $6,710+15.1% |
| Admin fee / account holder | $9,909 | $7,877+25.8% | $6,730+47.2% | $11,403-13.1% |