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 | $133,349 | $69,977+90.6% | $108,579+22.8% | $62,891+112.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.69% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,094 | $2,135-48.8% | $3,758-70.9% | $2,281-52.0% |
| Participant deferral / active EE | $2,562 | $3,165-19.0% | $4,311-40.6% | $3,203-20.0% |
| Admin fee / account holder | $7,659 | $5,076+50.9% | $7,645+0.2% | $4,296+78.3% |