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 | $123,941 | $105,630+17.3% | $87,507+41.6% | $273,961-54.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 12.59% | 12.25%+0.3pp | 12.21%+0.4pp | 41.45%-28.9pp |
| Employer contribution / active EE | $5,192 | $3,141+65.3% | $2,550+103.6% | $4,869+6.6% |
| Participant deferral / active EE | $11,006 | $3,601+205.7% | $3,149+249.5% | $5,287+108.2% |
| Admin fee / account holder | $1,241 | $4,781-74.0% | $4,221-70.6% | $10,132-87.7% |