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 | $138,437 | $109,881+26.0% | $150,045-7.7% | $84,808+63.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.29% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,795 | $3,561+6.6% | $4,693-19.1% | $2,631+44.2% |
| Participant deferral / active EE | $9,306 | $6,636+40.2% | $7,997+16.4% | $4,212+121.0% |
| Admin fee / account holder | $3,827 | $8,568-55.3% | $13,435-71.5% | $7,344-47.9% |