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 | $118,391 | $79,944+48.1% | $98,439+20.3% | $75,163+57.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.04% | 19.75%-4.7pp | 21.16%-6.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $5,388 | $2,264+138.0% | $3,048+76.8% | $2,670+101.8% |
| Participant deferral / active EE | $5,782 | $3,752+54.1% | $4,738+22.0% | $4,125+40.2% |
| Admin fee / account holder | $4,803 | $6,840-29.8% | $8,948-46.3% | $5,651-15.0% |