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 | $124,586 | $76,367+63.1% | $93,606+33.1% | $72,985+70.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.52% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,448 | $2,275+7.6% | $2,718-9.9% | $2,440+0.3% |
| Participant deferral / active EE | $3,504 | $3,538-1.0% | $4,069-13.9% | $3,607-2.9% |
| Admin fee / account holder | $751 | $6,838-89.0% | $7,888-90.5% | $5,124-85.3% |