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 | $173,281 | $149,734+15.7% | $118,925+45.7% | $158,922+9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.34% | 19.95%-6.6pp | 35.88%-22.5pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,262 | $4,115-20.7% | $3,2630% | $4,761-31.5% |
| Participant deferral / active EE | $10,688 | $5,223+104.6% | $4,265+150.6% | $5,982+78.7% |
| Admin fee / account holder | $883 | $8,603-89.7% | $6,581-86.6% | $11,246-92.1% |