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 | $160,536 | $54,762+193.2% | $90,281+77.8% | $72,985+120.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 30.26% | 30.63%-0.4pp | 78.10%-47.8pp | 81.00%-50.7pp |
| Employer contribution / active EE | $3,961 | $2,092+89.3% | $2,854+38.8% | $2,440+62.3% |
| Participant deferral / active EE | $12,338 | $2,887+327.4% | $3,885+217.5% | $3,607+242.0% |
| Admin fee / account holder | $4,448 | $3,972+12.0% | $5,351-16.9% | $5,124-13.2% |