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 | $142,138 | $88,707+60.2% | $74,183+91.6% | $273,961-48.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.70% | 11.94%-8.2pp | 17.74%-14.0pp | 41.45%-37.8pp |
| Employer contribution / active EE | $4,886 | $3,159+54.7% | $2,370+106.2% | $4,869+0.4% |
| Participant deferral / active EE | $8,008 | $4,212+90.1% | $3,550+125.6% | $5,287+51.5% |
| Admin fee / account holder | $12,087 | $8,717+38.7% | $5,586+116.4% | $10,132+19.3% |