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 | $114,284 | $73,787+54.9% | $98,716+15.8% | $82,448+38.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.30% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,857 | $1,511+22.9% | $2,279-18.5% | $2,551-27.2% |
| Participant deferral / active EE | $4,562 | $3,081+48.1% | $4,048+12.7% | $4,139+10.2% |
| Admin fee / account holder | $12,023 | $6,500+85.0% | $8,703+38.2% | $7,234+66.2% |