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 | $168,920 | $118,450+42.6% | $98,439+71.6% | $139,434+21.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 18.94%-7.6pp | 21.16%-9.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,456 | $3,609-31.9% | $3,048-19.4% | $4,751-48.3% |
| Participant deferral / active EE | $4,321 | $5,392-19.9% | $4,738-8.8% | $6,710-35.6% |
| Admin fee / account holder | $2,249 | $14,026-84.0% | $8,948-74.9% | $11,403-80.3% |