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 | $211,242 | $77,314+173.2% | $177,989+18.7% | $80,856+161.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.23% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,320 | $2,292+175.7% | $3,949+60.1% | $2,755+129.4% |
| Participant deferral / active EE | $11,938 | $4,411+170.7% | $6,276+90.2% | $4,296+177.9% |
| Admin fee / account holder | $8,301 | $7,191+15.4% | $10,363-19.9% | $6,918+20.0% |