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 | $150,136 | $95,803+56.7% | $113,168+32.7% | $84,808+77.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.45% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,008 | $2,360+112.2% | $2,975+68.3% | $2,631+90.3% |
| Participant deferral / active EE | $10,241 | $4,242+141.4% | $5,107+100.5% | $4,212+143.2% |
| Admin fee / account holder | $41,815 | $8,989+365.2% | $12,068+246.5% | $7,344+469.4% |