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 | $106,322 | $78,422+35.6% | $95,952+10.8% | $79,858+33.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.50% | 19.37%-0.9pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,143 | $1,945+61.6% | $2,541+23.7% | $2,471+27.2% |
| Participant deferral / active EE | $4,826 | $3,440+40.3% | $4,167+15.8% | $3,740+29.0% |
| Admin fee / account holder | $4,100 | $5,622-27.1% | $6,795-39.7% | $5,306-22.7% |