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 | $100,851 | $85,202+18.4% | $172,739-41.6% | $72,985+38.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.49% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,223 | $3,324-33.1% | $5,143-56.8% | $2,440-8.9% |
| Participant deferral / active EE | $5,281 | $3,260+62.0% | $5,198+1.6% | $3,607+46.4% |
| Admin fee / account holder | $10,911 | $5,884+85.4% | $13,954-21.8% | $5,124+112.9% |