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 | $105,315 | $63,355+66.2% | $91,989+14.5% | $72,985+44.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.99% | 35.35%-10.4pp | 69.02%-44.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $4,510 | $2,116+113.2% | $3,452+30.7% | $2,440+84.8% |
| Participant deferral / active EE | $5,656 | $4,883+15.8% | $5,923-4.5% | $3,607+56.8% |
| Admin fee / account holder | $1,143 | $4,668-75.5% | $7,743-85.2% | $5,124-77.7% |