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 | $119,545 | $58,828+103.2% | $77,999+53.3% | $62,891+90.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.86% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $6,303 | $1,672+277.0% | $2,470+155.2% | $2,281+176.3% |
| Participant deferral / active EE | $4,205 | $2,686+56.6% | $3,497+20.3% | $3,203+31.3% |
| Admin fee / account holder | $7,237 | $4,393+64.7% | $5,480+32.0% | $4,296+68.5% |