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 | $144,870 | $47,848+202.8% | $81,478+77.8% | $70,131+106.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.53% | 27.25%-12.7pp | 38.78%-24.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,191 | $1,527+43.5% | $2,568-14.7% | $2,342-6.5% |
| Participant deferral / active EE | $5,838 | $2,453+138.0% | $3,537+65.1% | $3,332+75.2% |
| Admin fee / account holder | $16,879 | $3,145+436.7% | $4,561+270.1% | $4,645+263.4% |