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 | $167,096 | $98,750+69.2% | $149,696+11.6% | $79,858+109.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 33.66% | 27.43%+6.2pp | 276.60%-242.9pp | 31.71%+1.9pp |
| Employer contribution / active EE | $4,511 | $3,216+40.3% | $4,644-2.9% | $2,471+82.6% |
| Participant deferral / active EE | $9,311 | $5,680+63.9% | $6,842+36.1% | $3,740+148.9% |
| Admin fee / account holder | $14,983 | $6,053+147.6% | $9,309+61.0% | $5,306+182.4% |