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 | $205,367 | $133,922+53.3% | $116,228+76.7% | $142,382+44.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.08% | 147.76%-136.7pp | 90.06%-79.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,417 | $3,446-29.8% | $2,994-19.3% | $4,299-43.8% |
| Participant deferral / active EE | $6,618 | $5,672+16.7% | $4,953+33.6% | $6,507+1.7% |
| Admin fee / account holder | $9,727 | $14,945-34.9% | $11,989-18.9% | $12,624-22.9% |