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 | $97,049 | $91,552+6.0% | $133,956-27.6% | $79,858+21.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.46% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $7,333 | $2,384+207.7% | $3,919+87.1% | $2,471+196.8% |
| Participant deferral / active EE | $7,245 | $3,733+94.1% | $5,048+43.5% | $3,740+93.7% |
| Admin fee / account holder | $3,692 | $6,321-41.6% | $8,927-58.6% | $5,306-30.4% |