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 | $112,462 | $53,127+111.7% | $86,590+29.9% | $70,131+60.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.17% | 27.66%-13.5pp | 964.84%-950.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $3,576 | $2,068+72.9% | $2,839+26.0% | $2,342+52.7% |
| Participant deferral / active EE | $5,151 | $2,696+91.1% | $3,609+42.7% | $3,332+54.6% |
| Admin fee / account holder | $1,555 | $3,585-56.6% | $4,906-68.3% | $4,645-66.5% |