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 | $63,211 | $53,822+17.4% | $75,696-16.5% | $85,850-26.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 22.60% | 24.54%-1.9pp | 104.53%-81.9pp | 318.53%-295.9pp |
| Employer contribution / active EE | $5,030 | $2,017+149.4% | $2,743+83.4% | $2,565+96.1% |
| Participant deferral / active EE | $3,764 | $2,895+30.0% | $3,821-1.5% | $3,952-4.8% |
| Admin fee / account holder | $5,840 | $3,343+74.7% | $3,619+61.4% | $6,260-6.7% |