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 | $210,580 | $109,413+92.5% | $156,263+34.8% | $84,808+148.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.34% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $9,789 | $2,907+236.7% | $4,333+125.9% | $2,631+272.1% |
| Participant deferral / active EE | $8,769 | $4,590+91.1% | $6,158+42.4% | $4,212+108.2% |
| Admin fee / account holder | $7,300 | $9,357-22.0% | $14,255-48.8% | $7,344-0.6% |