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 | $187,957 | $88,707+111.9% | $74,183+153.4% | $273,961-31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.99% | 11.94%-3.0pp | 17.74%-8.7pp | 41.45%-32.5pp |
| Employer contribution / active EE | $11,538 | $3,159+265.2% | $2,370+386.8% | $4,869+137.0% |
| Participant deferral / active EE | $6,135 | $4,212+45.7% | $3,550+72.8% | $5,287+16.0% |
| Admin fee / account holder | $3,692 | $8,717-57.6% | $5,586-33.9% | $10,132-63.6% |