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 | $163,957 | $72,277+126.8% | $101,248+61.9% | $79,858+105.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.38% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,741 | $2,692+113.3% | $3,660+56.9% | $2,471+132.3% |
| Participant deferral / active EE | $4,510 | $3,282+37.4% | $4,370+3.2% | $3,740+20.6% |
| Admin fee / account holder | $7,257 | $4,400+64.9% | $5,945+22.1% | $5,306+36.8% |