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 | $172,332 | $85,766+100.9% | $136,294+26.4% | $70,131+145.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.48% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $8,188 | $2,966+176.0% | $4,695+74.4% | $2,342+249.5% |
| Participant deferral / active EE | $6,135 | $5,051+21.5% | $6,247-1.8% | $3,332+84.1% |
| Admin fee / account holder | $618 | $5,420-88.6% | $9,243-93.3% | $4,645-86.7% |