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 | $91,493 | $79,944+14.4% | $98,439-7.1% | $75,163+21.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.53% | 19.75%-2.2pp | 21.16%-3.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,430 | $2,264+51.5% | $3,048+12.5% | $2,670+28.5% |
| Participant deferral / active EE | $3,747 | $3,752-0.1% | $4,738-20.9% | $4,125-9.2% |
| Admin fee / account holder | $4,582 | $6,840-33.0% | $8,948-48.8% | $5,651-18.9% |