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 | $185,277 | $81,460+127.4% | $103,333+79.3% | $80,856+129.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.35% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,090 | $3,105+96.1% | $3,868+57.5% | $2,755+121.1% |
| Participant deferral / active EE | $6,162 | $3,869+59.3% | $5,057+21.8% | $4,296+43.4% |
| Admin fee / account holder | $2,008 | $6,566-69.4% | $8,355-76.0% | $6,918-71.0% |