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 6-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 | $184,304 | $114,381+61.1% | $107,525+71.4% | $142,382+29.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.10% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,180 | $4,015+53.9% | $3,754+64.6% | $4,299+43.7% |
| Participant deferral / active EE | $8,366 | $5,564+50.3% | $5,116+63.5% | $6,507+28.6% |
| Admin fee / account holder | $6,836 | $9,860-30.7% | $8,919-23.4% | $12,624-45.8% |