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 | $160,016 | $94,031+70.2% | $115,768+38.2% | $82,448+94.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.92% | 20.61%-5.7pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8,399 | $2,323+261.5% | $2,940+185.7% | $2,551+229.2% |
| Participant deferral / active EE | $9,261 | $3,972+133.2% | $4,917+88.3% | $4,139+123.7% |
| Admin fee / account holder | $5,572 | $10,249-45.6% | $12,439-55.2% | $7,234-23.0% |