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 | $193,026 | $67,606+185.5% | $82,313+134.5% | $70,131+175.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.18% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,602 | $1,755+219.3% | $2,428+130.7% | $2,342+139.2% |
| Participant deferral / active EE | $2,507 | $2,987-16.1% | $3,706-32.3% | $3,332-24.7% |
| Admin fee / account holder | $16,592 | $4,512+267.7% | $5,608+195.9% | $4,645+257.2% |