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 | $238,316 | $73,787+223.0% | $98,716+141.4% | $82,448+189.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.34% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $10,863 | $1,511+618.8% | $2,279+376.8% | $2,551+325.8% |
| Participant deferral / active EE | $2,649 | $3,081-14.0% | $4,048-34.6% | $4,139-36.0% |
| Admin fee / account holder | $49,554 | $6,500+662.3% | $8,703+469.4% | $7,234+585.0% |