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 | $130,633 | $109,881+18.9% | $150,045-12.9% | $84,808+54.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.05% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,862 | $3,561+8.5% | $4,693-17.7% | $2,631+46.8% |
| Participant deferral / active EE | $7,161 | $6,636+7.9% | $7,997-10.5% | $4,212+70.0% |
| Admin fee / account holder | $15,458 | $8,568+80.4% | $13,435+15.1% | $7,344+110.5% |