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 | $214,812 | $90,503+137.4% | $78,689+173.0% | $273,961-21.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.98% | 75.60%-63.6pp | 62.18%-50.2pp | 41.45%-29.5pp |
| Employer contribution / active EE | $23,449 | $3,176+638.4% | $2,851+722.6% | $4,869+381.6% |
| Participant deferral / active EE | $13,988 | $3,901+258.5% | $3,517+297.7% | $5,287+164.6% |
| Admin fee / account holder | $2,305 | $5,263-56.2% | $4,510-48.9% | $10,132-77.3% |