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 | $186,230 | $65,041+186.3% | $90,951+104.8% | $79,858+133.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.80% | 30.45%-18.6pp | 134.60%-122.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,044 | $1,247+224.2% | $2,122+90.6% | $2,471+63.7% |
| Participant deferral / active EE | $8,121 | $2,512+223.3% | $3,373+140.8% | $3,740+117.1% |
| Admin fee / account holder | $3,894 | $4,536-14.2% | $5,959-34.7% | $5,306-26.6% |