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 | $176,408 | $142,405+23.9% | $115,157+53.2% | $152,861+15.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.75% | 41.48%-18.7pp | 35.60%-12.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,432 | $4,010+10.5% | $3,179+39.4% | $4,762-6.9% |
| Participant deferral / active EE | $3,182 | $5,164-38.4% | $4,168-23.7% | $5,850-45.6% |
| Admin fee / account holder | $24,195 | $8,462+185.9% | $7,088+241.4% | $11,596+108.6% |