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 5-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 | $124,210 | $56,277+120.7% | $80,975+53.4% | $62,891+97.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.53% | 22.12%-15.6pp | 17.10%-10.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,883 | $1,943+151.3% | $3,714+31.5% | $2,281+114.1% |
| Participant deferral / active EE | $6,847 | $4,195+63.2% | $5,696+20.2% | $3,203+113.8% |
| Admin fee / account holder | $5,972 | $3,741+59.7% | $5,516+8.3% | $4,296+39.0% |