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 7-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 | $113,869 | $56,053+103.1% | $75,972+49.9% | $80,856+40.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 15.34% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,309 | $1,874+183.3% | $2,685+97.8% | $2,755+92.7% |
| Participant deferral / active EE | $10,194 | $3,052+234.0% | $4,255+139.5% | $4,296+137.3% |
| Admin fee / account holder | $7,534 | $5,234+44.0% | $6,467+16.5% | $6,918+8.9% |