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 | $89,513 | $58,512+53.0% | $84,015+6.5% | $72,985+22.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.91% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,308 | $1,163+98.5% | $1,983+16.4% | $2,440-5.4% |
| Participant deferral / active EE | $6,947 | $2,394+190.2% | $3,239+114.5% | $3,607+92.6% |
| Admin fee / account holder | $753 | $4,569-83.5% | $6,101-87.7% | $5,124-85.3% |