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 | $127,086 | $72,277+75.8% | $101,248+25.5% | $79,858+59.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.82% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,846 | $2,692+5.7% | $3,660-22.2% | $2,471+15.2% |
| Participant deferral / active EE | $10,749 | $3,282+227.6% | $4,370+146.0% | $3,740+187.4% |
| Admin fee / account holder | $4,773 | $4,400+8.5% | $5,945-19.7% | $5,306-10.0% |