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 | $107,475 | $76,552+40.4% | $123,892-13.3% | $62,891+70.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.47% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $5,132 | $2,883+78.0% | $4,617+11.2% | $2,281+125.0% |
| Participant deferral / active EE | $7,077 | $4,840+46.2% | $5,984+18.3% | $3,203+120.9% |
| Admin fee / account holder | $64,480 | $4,826+1236.2% | $8,357+671.6% | $4,296+1401.1% |