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 | $121,868 | $64,517+88.9% | $81,438+49.6% | $80,874+50.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.12% | 16.35%-3.2pp | 24.74%-11.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $4,172 | $1,982+110.5% | $2,460+69.6% | $2,756+51.4% |
| Participant deferral / active EE | $5,632 | $3,096+81.9% | $3,883+45.0% | $4,297+31.1% |
| Admin fee / account holder | $7,618 | $5,677+34.2% | $5,764+32.2% | $6,935+9.8% |