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 | $123,353 | $84,233+46.4% | $170,442-27.6% | $70,131+75.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.87% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $8,881 | $3,387+162.2% | $5,433+63.5% | $2,342+279.1% |
| Participant deferral / active EE | $5,871 | $3,086+90.3% | $4,939+18.9% | $3,332+76.2% |
| Admin fee / account holder | $869 | $5,698-84.8% | $13,880-93.7% | $4,645-81.3% |