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 | $122,206 | $99,341+23.0% | $84,750+44.2% | $273,961-55.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.33% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.1pp |
| Employer contribution / active EE | $20,436 | $4,214+385.0% | $3,574+471.8% | $4,869+319.7% |
| Participant deferral / active EE | $2,886 | $4,269-32.4% | $3,712-22.2% | $5,287-45.4% |
| Admin fee / account holder | $7,463 | $6,644+12.3% | $5,332+40.0% | $10,132-26.3% |