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 | $115,999 | $67,606+71.6% | $82,313+40.9% | $70,131+65.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.20% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,431 | $1,755-18.4% | $2,428-41.1% | $2,342-38.9% |
| Participant deferral / active EE | $2,577 | $2,987-13.7% | $3,706-30.5% | $3,332-22.6% |
| Admin fee / account holder | $6,922 | $4,512+53.4% | $5,608+23.4% | $4,645+49.0% |