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 | $196,592 | $93,071+111.2% | $74,583+163.6% | $273,961-28.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.25% | 26.18%-17.9pp | 20.47%-12.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $22,050 | $3,160+597.9% | $2,525+773.2% | $4,869+352.9% |
| Participant deferral / active EE | $11,332 | $4,160+172.4% | $3,458+227.7% | $5,287+114.3% |
| Admin fee / account holder | $1,193 | $5,272-77.4% | $4,138-71.2% | $10,132-88.2% |