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 | $155,565 | $49,177+216.3% | $79,464+95.8% | $64,186+142.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.51% | -1.16%+10.7pp | 718.14%-708.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $4,910 | $2,076+136.5% | $2,800+75.3% | $2,381+106.2% |
| Participant deferral / active EE | $9,357 | $2,821+231.7% | $3,704+152.6% | $3,470+169.7% |
| Admin fee / account holder | $4,739 | $3,839+23.5% | $5,113-7.3% | $4,888-3.0% |