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 | $129,516 | $109,413+18.4% | $156,263-17.1% | $84,808+52.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.41% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $7,634 | $2,907+162.6% | $4,333+76.2% | $2,631+190.2% |
| Participant deferral / active EE | $8,101 | $4,590+76.5% | $6,158+31.5% | $4,212+92.3% |
| Admin fee / account holder | $16,520 | $9,357+76.6% | $14,255+15.9% | $7,344+125.0% |