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 | $144,727 | $87,166+66.0% | $76,735+88.6% | $137,256+5.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.68% | 26.50%-9.8pp | 29.77%-13.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,543 | $2,904-46.9% | $2,454-37.1% | $4,156-62.9% |
| Participant deferral / active EE | $3,856 | $4,726-18.4% | $4,088-5.7% | $6,407-39.8% |
| Admin fee / account holder | $12,151 | $8,403+44.6% | $7,189+69.0% | $12,270-1.0% |