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 | $116,796 | $60,022+94.6% | $88,946+31.3% | $84,808+37.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 17.89% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $9,042 | $1,703+431.0% | $2,555+253.9% | $2,631+243.7% |
| Participant deferral / active EE | $3,436 | $3,114+10.4% | $4,581-25.0% | $4,212-18.4% |
| Admin fee / account holder | $4,327 | $4,811-10.1% | $8,261-47.6% | $7,344-41.1% |