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 | $231,787 | $81,460+184.5% | $103,333+124.3% | $80,856+186.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.94% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $8,710 | $3,105+180.5% | $3,868+125.2% | $2,755+216.2% |
| Participant deferral / active EE | $11,319 | $3,869+192.6% | $5,057+123.8% | $4,296+163.5% |
| Admin fee / account holder | $30,524 | $6,566+364.9% | $8,355+265.4% | $6,918+341.2% |