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 | $123,473 | $109,881+12.4% | $150,045-17.7% | $84,808+45.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,915 | $3,561-18.2% | $4,693-37.9% | $2,631+10.8% |
| Participant deferral / active EE | $7,037 | $6,636+6.0% | $7,997-12.0% | $4,212+67.1% |
| Admin fee / account holder | $8,598 | $8,568+0.4% | $13,435-36.0% | $7,344+17.1% |