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 | $172,274 | $81,460+111.5% | $103,333+66.7% | $80,856+113.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.34% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $13,340 | $3,105+329.6% | $3,868+244.9% | $2,755+384.2% |
| Participant deferral / active EE | $6,904 | $3,869+78.5% | $5,057+36.5% | $4,296+60.7% |
| Admin fee / account holder | $3,288 | $6,566-49.9% | $8,355-60.6% | $6,918-52.5% |