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 7-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 | $158,142 | $109,881+43.9% | $150,045+5.4% | $84,808+86.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.91% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,268 | $3,561-8.2% | $4,693-30.4% | $2,631+24.2% |
| Participant deferral / active EE | $7,179 | $6,636+8.2% | $7,997-10.2% | $4,212+70.5% |
| Admin fee / account holder | $12,020 | $8,568+40.3% | $13,435-10.5% | $7,344+63.7% |