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 | $120,896 | $79,557+52.0% | $118,746+1.8% | $70,131+72.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 20.11% | 25.64%-5.5pp | 24.54%-4.4pp | 73.14%-53.0pp |
| Employer contribution / active EE | $6,262 | $2,861+118.9% | $4,193+49.3% | $2,342+167.3% |
| Participant deferral / active EE | $12,469 | $4,089+205.0% | $5,332+133.8% | $3,332+274.3% |
| Admin fee / account holder | $13,762 | $5,374+156.1% | $10,720+28.4% | $4,645+196.3% |