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 | $105,065 | $76,367+37.6% | $93,606+12.2% | $72,985+44.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.75% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,107 | $2,275+36.6% | $2,718+14.3% | $2,440+27.4% |
| Participant deferral / active EE | $9,368 | $3,538+164.8% | $4,069+130.2% | $3,607+159.7% |
| Admin fee / account holder | $1,900 | $6,838-72.2% | $7,888-75.9% | $5,124-62.9% |