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 | $133,056 | $60,349+120.5% | $74,183+79.4% | $62,891+111.6% |
| Participation rate | 95.6% | 72.7%+22.8pp | 76.6%+18.9pp | 69.3%+26.2pp |
| Annual return | 8.29% | 21.37%-13.1pp | 17.74%-9.4pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,907 | $1,680+311.1% | $2,370+191.4% | $2,281+202.8% |
| Participant deferral / active EE | $6,938 | $2,856+142.9% | $3,550+95.5% | $3,203+116.6% |
| Admin fee / account holder | $1,095 | $4,261-74.3% | $5,586-80.4% | $4,296-74.5% |