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 | $79,462 | $70,428+12.8% | $96,562-17.7% | $85,850-7.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.71% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,784 | $1,413+167.8% | $2,356+60.6% | $2,565+47.5% |
| Participant deferral / active EE | $4,264 | $2,894+47.3% | $3,849+10.8% | $3,952+7.9% |
| Admin fee / account holder | $4,944 | $4,997-1.1% | $6,181-20.0% | $6,260-21.0% |