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 | $125,518 | $59,107+112.4% | $86,436+45.2% | $68,494+83.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | 2.75% | -0.23%+3.0pp | 4394.89%-4392.1pp | -7.84%+10.6pp |
| Employer contribution / active EE | $10,320 | $2,519+309.7% | $3,769+173.9% | $2,596+297.5% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,875 | $5,637+22.0% | $6,731+2.1% | $5,403+27.2% |