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 | $141,626 | $74,927+89.0% | $101,794+39.1% | $84,808+67.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.85% | 18.70%-4.8pp | 30.53%-16.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,873 | $1,522+351.6% | $2,289+200.3% | $2,631+161.2% |
| Participant deferral / active EE | $3,689 | $3,099+19.0% | $4,084-9.7% | $4,212-12.4% |
| Admin fee / account holder | $6,061 | $6,514-7.0% | $8,777-30.9% | $7,344-17.5% |