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 | $193,496 | $89,355+116.5% | $141,162+37.1% | $72,985+165.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.83% | 111.85%-83.0pp | 71.39%-42.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $7,052 | $3,114+126.4% | $4,735+48.9% | $2,440+189.0% |
| Participant deferral / active EE | $4,405 | $5,418-18.7% | $6,709-34.3% | $3,607+22.1% |
| Admin fee / account holder | $1,605 | $5,958-73.1% | $10,261-84.4% | $5,124-68.7% |