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 | $160,351 | $109,359+46.6% | $162,163-1.1% | $72,985+119.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.99% | 25.46%+2.5pp | 115.59%-87.6pp | 81.00%-53.0pp |
| Employer contribution / active EE | $5,426 | $3,907+38.9% | $5,614-3.4% | $2,440+122.4% |
| Participant deferral / active EE | $19,825 | $5,481+261.7% | $7,298+171.7% | $3,607+449.6% |
| Admin fee / account holder | $4,771 | $7,972-40.1% | $10,843-56.0% | $5,124-6.9% |