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 | $198,546 | $79,944+148.4% | $98,439+101.7% | $75,163+164.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.34% | 19.75%-3.4pp | 21.16%-4.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $8,355 | $2,264+269.1% | $3,048+174.1% | $2,670+213.0% |
| Participant deferral / active EE | $4,440 | $3,752+18.3% | $4,738-6.3% | $4,125+7.6% |
| Admin fee / account holder | $24,553 | $6,840+259.0% | $8,948+174.4% | $5,651+334.5% |