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 | $134,240 | $115,882+15.8% | $100,516+33.6% | $158,922-15.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.02% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $9,080 | $4,103+121.3% | $3,418+165.7% | $4,761+90.7% |
| Participant deferral / active EE | $15,219 | $6,674+128.0% | $6,270+142.7% | $5,982+154.4% |
| Admin fee / account holder | $7,654 | $10,995-30.4% | $8,081-5.3% | $11,246-31.9% |