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 | $135,805 | $125,758+8.0% | $169,993-20.1% | $75,163+80.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.25% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,528 | $4,615-23.5% | $6,785-48.0% | $2,670+32.1% |
| Participant deferral / active EE | $8,185 | $6,837+19.7% | $10,408-21.4% | $4,125+98.4% |
| Admin fee / account holder | $40,943 | $8,173+400.9% | $12,815+219.5% | $5,651+624.5% |