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 | $154,150 | $101,069+52.5% | $81,478+89.2% | $147,584+4.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.90% | 32.40%-16.5pp | 38.78%-22.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $16,751 | $3,205+422.6% | $2,568+552.4% | $4,876+243.5% |
| Participant deferral / active EE | $7,358 | $4,242+73.5% | $3,537+108.0% | $5,439+35.3% |
| Admin fee / account holder | $319 | $5,812-94.5% | $4,561-93.0% | $10,885-97.1% |