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 | $125,830 | $80,717+55.9% | $154,803-18.7% | $84,808+48.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.54% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $9,076 | $2,761+228.7% | $4,305+110.8% | $2,631+245.0% |
| Participant deferral / active EE | $7,542 | $3,303+128.3% | $5,540+36.1% | $4,212+79.1% |
| Admin fee / account holder | $739 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |