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 | $124,752 | $57,590+116.6% | $86,233+44.7% | $82,448+51.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 26.95% | 22.41%+4.5pp | 61.39%-34.4pp | 41.64%-14.7pp |
| Employer contribution / active EE | $6,494 | $1,655+292.3% | $2,504+159.3% | $2,551+154.6% |
| Participant deferral / active EE | $15,841 | $3,080+414.3% | $4,559+247.5% | $4,139+282.7% |
| Admin fee / account holder | $2,012 | $4,730-57.5% | $8,342-75.9% | $7,234-72.2% |