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 | $65,018 | $45,035+44.4% | $62,995+3.2% | $70,131-7.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 141.59% | 18.76%+122.8pp | 87.57%+54.0pp | 73.14%+68.4pp |
| Employer contribution / active EE | $4,680 | $2,051+128.2% | $2,759+69.7% | $2,342+99.8% |
| Participant deferral / active EE | $2,119 | $2,465-14.0% | $3,329-36.4% | $3,332-36.4% |
| Admin fee / account holder | $985 | $2,834-65.3% | $3,600-72.6% | $4,645-78.8% |