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 | $177,188 | $57,541+207.9% | $95,745+85.1% | $75,163+135.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.63% | 34.93%-20.3pp | 28.35%-13.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $6,868 | $1,808+279.9% | $2,835+142.3% | $2,670+157.3% |
| Participant deferral / active EE | $7,626 | $3,074+148.1% | $4,245+79.7% | $4,125+84.9% |
| Admin fee / account holder | $1,402 | $4,099-65.8% | $5,678-75.3% | $5,651-75.2% |