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 | $130,437 | $76,552+70.4% | $123,892+5.3% | $62,891+107.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.91% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,244 | $2,883+12.5% | $4,617-29.7% | $2,281+42.2% |
| Participant deferral / active EE | $6,212 | $4,840+28.4% | $5,984+3.8% | $3,203+94.0% |
| Admin fee / account holder | $12,030 | $4,826+149.3% | $8,357+44.0% | $4,296+180.1% |