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 | $130,096 | $50,972+155.2% | $88,538+46.9% | $72,985+78.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 20.82% | 29.62%-8.8pp | 43.64%-22.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,318 | $1,475+57.2% | $2,098+10.5% | $2,440-5.0% |
| Participant deferral / active EE | $7,332 | $2,230+228.8% | $2,914+151.6% | $3,607+103.2% |
| Admin fee / account holder | $8,795 | $3,230+172.3% | $4,310+104.1% | $5,124+71.6% |