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 | $174,808 | $69,977+149.8% | $108,579+61.0% | $62,891+178.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.07% | 10.73%-5.7pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,597 | $2,135+68.5% | $3,758-4.3% | $2,281+57.7% |
| Participant deferral / active EE | $5,688 | $3,165+79.7% | $4,311+31.9% | $3,203+77.6% |
| Admin fee / account holder | $90,464 | $5,076+1682.0% | $7,645+1083.3% | $4,296+2006.0% |