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 | $140,563 | $53,127+164.6% | $86,590+62.3% | $70,131+100.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.41% | 27.66%-14.3pp | 964.84%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $4,323 | $2,068+109.0% | $2,839+52.3% | $2,342+84.6% |
| Participant deferral / active EE | $6,264 | $2,696+132.4% | $3,609+73.6% | $3,332+88.0% |
| Admin fee / account holder | $12,275 | $3,585+242.3% | $4,906+150.2% | $4,645+164.2% |