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 6-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 | $110,497 | $77,503+42.6% | $100,391+10.1% | $80,856+36.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 25.84% | 37.20%-11.4pp | 49.20%-23.4pp | 35.59%-9.8pp |
| Employer contribution / active EE | $13,792 | $2,801+392.4% | $3,942+249.9% | $2,755+400.6% |
| Participant deferral / active EE | $17,924 | $6,820+162.8% | $8,082+121.8% | $4,296+317.2% |
| Admin fee / account holder | $8,543 | $5,897+44.9% | $7,899+8.2% | $6,918+23.5% |