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 | $145,485 | $89,355+62.8% | $141,162+3.1% | $72,985+99.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.53% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,414 | $3,114-54.6% | $4,735-70.1% | $2,440-42.0% |
| Participant deferral / active EE | $9,793 | $5,418+80.7% | $6,709+46.0% | $3,607+171.5% |
| Admin fee / account holder | $10,621 | $5,958+78.3% | $10,261+3.5% | $5,124+107.3% |