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 | $126,292 | $93,571+35.0% | $135,903-7.1% | $75,163+68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.10% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $6,816 | $3,537+92.7% | $4,856+40.4% | $2,670+155.3% |
| Participant deferral / active EE | $15,717 | $6,404+145.4% | $7,758+102.6% | $4,125+281.0% |
| Admin fee / account holder | $4,691 | $6,975-32.7% | $10,762-56.4% | $5,651-17.0% |