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 | $129,072 | $109,359+18.0% | $162,163-20.4% | $72,985+76.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 40.81% | 25.46%+15.4pp | 115.59%-74.8pp | 81.00%-40.2pp |
| Employer contribution / active EE | $1,616 | $3,907-58.6% | $5,614-71.2% | $2,440-33.8% |
| Participant deferral / active EE | $6,457 | $5,481+17.8% | $7,298-11.5% | $3,607+79.0% |
| Admin fee / account holder | $20,467 | $7,972+156.7% | $10,843+88.8% | $5,124+299.4% |