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 | $125,238 | $109,413+14.5% | $156,263-19.9% | $84,808+47.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.35% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $6,161 | $2,907+111.9% | $4,333+42.2% | $2,631+134.2% |
| Participant deferral / active EE | $2,293 | $4,590-50.0% | $6,158-62.8% | $4,212-45.6% |
| Admin fee / account holder | $14,852 | $9,357+58.7% | $14,255+4.2% | $7,344+102.2% |