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 | $107,760 | $125,758-14.3% | $169,993-36.6% | $75,163+43.4% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.0%+3.6pp | 67.2%+23.4pp |
| Annual return | 17.63% | 27.20%-9.6pp | 53.37%-35.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,024 | $4,615+52.2% | $6,785+3.5% | $2,670+163.1% |
| Participant deferral / active EE | $15,026 | $6,837+119.8% | $10,408+44.4% | $4,125+264.3% |
| Admin fee / account holder | $8,866 | $8,173+8.5% | $12,815-30.8% | $5,651+56.9% |