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 | $135,960 | $91,552+48.5% | $133,956+1.5% | $79,858+70.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.09% | 61.85%-49.8pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,413 | $2,384+1.2% | $3,919-38.4% | $2,471-2.3% |
| Participant deferral / active EE | $4,587 | $3,733+22.9% | $5,048-9.1% | $3,740+22.6% |
| Admin fee / account holder | $4,971 | $6,321-21.4% | $8,927-44.3% | $5,306-6.3% |