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 | $160,587 | $109,359+46.8% | $162,163-1.0% | $72,985+120.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.80% | 25.46%-6.7pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $6,779 | $3,907+73.5% | $5,614+20.8% | $2,440+177.9% |
| Participant deferral / active EE | $5,541 | $5,481+1.1% | $7,298-24.1% | $3,607+53.6% |
| Admin fee / account holder | $873 | $7,972-89.1% | $10,843-91.9% | $5,124-83.0% |