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 | $110,593 | $80,968+36.6% | $96,544+14.6% | $75,163+47.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.99% | 27.06%-13.1pp | 25.84%-11.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,000 | $2,282+75.3% | $2,965+34.9% | $2,670+49.8% |
| Participant deferral / active EE | $5,086 | $3,928+29.5% | $4,851+4.8% | $4,125+23.3% |
| Admin fee / account holder | $65,601 | $6,724+875.6% | $8,252+694.9% | $5,651+1060.9% |