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 | $151,424 | $77,813+94.6% | $123,544+22.6% | $64,186+135.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 6.94% | 12.48%-5.5pp | 119.20%-112.3pp | 7.63%-0.7pp |
| Employer contribution / active EE | $7,545 | $3,014+150.3% | $4,628+63.0% | $2,381+216.9% |
| Participant deferral / active EE | $11,389 | $5,240+117.4% | $6,426+77.3% | $3,470+228.3% |
| Admin fee / account holder | $25,848 | $5,519+368.4% | $9,284+178.4% | $4,888+428.8% |