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 | $164,539 | $72,177+128.0% | $115,037+43.0% | $59,632+175.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.12% | 12.02%-9.9pp | 26.14%-24.0pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $6,214 | $2,841+118.7% | $4,608+34.9% | $2,203+182.1% |
| Participant deferral / active EE | $6,564 | $4,783+37.2% | $6,026+8.9% | $3,192+105.6% |
| Admin fee / account holder | $6,170 | $4,927+25.2% | $8,175-24.5% | $4,297+43.6% |