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 | $131,615 | $148,978-11.7% | $200,582-34.4% | $84,808+55.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.36% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $7,272 | $4,815+51.0% | $6,419+13.3% | $2,631+176.4% |
| Participant deferral / active EE | $13,884 | $7,142+94.4% | $9,331+48.8% | $4,212+229.7% |
| Admin fee / account holder | $38,162 | $13,977+173.0% | $16,305+134.1% | $7,344+419.7% |