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 | $135,620 | $86,929+56.0% | $102,423+32.4% | $80,856+67.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.53% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,140 | $2,369+32.5% | $3,023+3.8% | $2,755+14.0% |
| Participant deferral / active EE | $6,516 | $4,118+58.2% | $5,053+29.0% | $4,296+51.7% |
| Admin fee / account holder | $14,543 | $8,049+80.7% | $9,451+53.9% | $6,918+110.2% |