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 | $95,603 | $82,978+15.2% | $129,995-26.5% | $71,457+33.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 35.80% | 20.60%+15.2pp | -137.18%+173.0pp | 28.85%+6.9pp |
| Employer contribution / active EE | $5,478 | $2,622+109.0% | $4,320+26.8% | $2,588+111.7% |
| Participant deferral / active EE | $6,121 | $4,432+38.1% | $5,820+5.2% | $4,289+42.7% |
| Admin fee / account holder | $13,316 | $1,729+670.2% | $10,614+25.5% | $1,587+738.9% |