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 | $221,542 | $60,349+267.1% | $74,183+198.6% | $62,891+252.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.31% | 21.37%-11.1pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $9,126 | $1,680+443.2% | $2,370+285.1% | $2,281+300.1% |
| Participant deferral / active EE | $4,833 | $2,856+69.2% | $3,550+36.2% | $3,203+50.9% |
| Admin fee / account holder | $5,569 | $4,261+30.7% | $5,586-0.3% | $4,296+29.6% |