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 | $211,935 | $73,787+187.2% | $98,716+114.7% | $82,448+157.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.84% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,377 | $1,511+189.7% | $2,279+92.1% | $2,551+71.6% |
| Participant deferral / active EE | $6,084 | $3,081+97.4% | $4,048+50.3% | $4,139+47.0% |
| Admin fee / account holder | $5,148 | $6,500-20.8% | $8,703-40.8% | $7,234-28.8% |