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 | $222,607 | $77,503+187.2% | $100,391+121.7% | $80,856+175.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 12.64% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,197 | $2,801+14.1% | $3,942-18.9% | $2,755+16.0% |
| Participant deferral / active EE | $5,257 | $6,820-22.9% | $8,082-35.0% | $4,296+22.4% |
| Admin fee / account holder | $48,426 | $5,897+721.2% | $7,899+513.1% | $6,918+600.0% |