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 | $125,922 | $77,634+62.2% | $156,549-19.6% | $62,891+100.2% |
| Participation rate | 92.4% | 71.2%+21.2pp | 84.0%+8.4pp | 69.3%+23.1pp |
| Annual return | 7.67% | 50.32%-42.6pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $7,485 | $3,444+117.3% | $5,501+36.1% | $2,281+228.1% |
| Participant deferral / active EE | $4,945 | $3,045+62.4% | $4,871+1.5% | $3,203+54.4% |
| Admin fee / account holder | $752 | $5,561-86.5% | $13,027-94.2% | $4,296-82.5% |