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 3-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 | $193,020 | $109,881+75.7% | $150,045+28.6% | $84,808+127.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.36% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,195 | $3,561+17.8% | $4,693-10.6% | $2,631+59.4% |
| Participant deferral / active EE | $7,186 | $6,636+8.3% | $7,997-10.1% | $4,212+70.6% |
| Admin fee / account holder | $1,304 | $8,568-84.8% | $13,435-90.3% | $7,344-82.2% |