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 | $63,968 | $58,828+8.7% | $77,999-18.0% | $62,891+1.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.41% | 17.16%-6.8pp | 425.96%-415.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,119 | $1,672+26.8% | $2,470-14.2% | $2,281-7.1% |
| Participant deferral / active EE | $8,058 | $2,686+200.1% | $3,497+130.4% | $3,203+151.6% |
| Admin fee / account holder | $1,654 | $4,393-62.4% | $5,480-69.8% | $4,296-61.5% |