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 | $141,825 | $93,071+52.4% | $74,583+90.2% | $273,961-48.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.08% | 26.18%-24.1pp | 20.47%-18.4pp | 41.45%-39.4pp |
| Employer contribution / active EE | $10,862 | $3,160+243.8% | $2,525+330.2% | $4,869+123.1% |
| Participant deferral / active EE | $20,891 | $4,160+402.2% | $3,458+504.1% | $5,287+295.1% |
| Admin fee / account holder | $80,576 | $5,272+1428.2% | $4,138+1847.3% | $10,132+695.3% |