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 | $101,211 | $53,777+88.2% | $134,143-24.5% | $79,858+26.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.43% | 19.01%-6.6pp | 36.33%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,179 | $1,321+140.6% | $3,704-14.2% | $2,471+28.7% |
| Participant deferral / active EE | $4,940 | $2,420+104.1% | $3,499+41.2% | $3,740+32.1% |
| Admin fee / account holder | $1,858 | $3,984-53.4% | $6,684-72.2% | $5,306-65.0% |