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 | $162,952 | $101,724+60.2% | $164,813-1.1% | $80,856+101.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.15% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,953 | $2,953+33.8% | $4,341-8.9% | $2,755+43.5% |
| Participant deferral / active EE | $8,130 | $4,477+81.6% | $6,031+34.8% | $4,296+89.3% |
| Admin fee / account holder | $24,469 | $8,227+197.4% | $12,690+92.8% | $6,918+253.7% |