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 | $143,647 | $108,825+32.0% | $156,181-8.0% | $82,448+74.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.89% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,895 | $2,870-34.0% | $4,294-55.9% | $2,551-25.7% |
| Participant deferral / active EE | $4,671 | $4,577+2.0% | $6,132-23.8% | $4,139+12.8% |
| Admin fee / account holder | $5,795 | $9,341-38.0% | $14,586-60.3% | $7,234-19.9% |