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 | $117,364 | $79,944+46.8% | $98,439+19.2% | $75,163+56.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.92% | 19.75%-6.8pp | 21.16%-8.2pp | 160.62%-147.7pp |
| Employer contribution / active EE | $8,352 | $2,264+268.9% | $3,048+174.0% | $2,670+212.8% |
| Participant deferral / active EE | $4,874 | $3,752+29.9% | $4,738+2.9% | $4,125+18.1% |
| Admin fee / account holder | $6,869 | $6,840+0.4% | $8,948-23.2% | $5,651+21.5% |