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 | $143,574 | $67,606+112.4% | $82,313+74.4% | $70,131+104.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,587 | $1,755+104.4% | $2,428+47.7% | $2,342+53.1% |
| Participant deferral / active EE | $4,770 | $2,987+59.7% | $3,706+28.7% | $3,332+43.2% |
| Admin fee / account holder | $557 | $4,512-87.7% | $5,608-90.1% | $4,645-88.0% |