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 | $130,238 | $109,359+19.1% | $162,163-19.7% | $72,985+78.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.80% | 25.46%-1.7pp | 115.59%-91.8pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,789 | $3,907+22.6% | $5,614-14.7% | $2,440+96.3% |
| Participant deferral / active EE | $12,538 | $5,481+128.7% | $7,298+71.8% | $3,607+247.6% |
| Admin fee / account holder | $20,395 | $7,972+155.8% | $10,843+88.1% | $5,124+298.0% |