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 | $127,304 | $108,825+17.0% | $156,181-18.5% | $82,448+54.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.95% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,268 | $2,870+48.7% | $4,294-0.6% | $2,551+67.3% |
| Participant deferral / active EE | $11,262 | $4,577+146.0% | $6,132+83.6% | $4,139+172.1% |
| Admin fee / account holder | $1,056 | $9,341-88.7% | $14,586-92.8% | $7,234-85.4% |