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 | $131,427 | $80,673+62.9% | $101,326+29.7% | $84,808+55.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 20.19% | 38.95%-18.8pp | 36.82%-16.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $6,946 | $2,698+157.5% | $3,665+89.5% | $2,631+164.0% |
| Participant deferral / active EE | $17,043 | $6,840+149.1% | $7,994+113.2% | $4,212+304.7% |
| Admin fee / account holder | $7,561 | $12,784-40.9% | $11,185-32.4% | $7,344+3.0% |