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 | $187,968 | $56,897+230.4% | $84,750+121.8% | $62,891+198.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.24% | 6.30%+2.9pp | 22.78%-13.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $11,509 | $2,400+379.6% | $3,574+222.0% | $2,281+404.6% |
| Participant deferral / active EE | $7,043 | $2,709+160.0% | $3,712+89.7% | $3,203+119.9% |
| Admin fee / account holder | $5,161 | $3,581+44.1% | $5,332-3.2% | $4,296+20.2% |