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 | $107,664 | $81,460+32.2% | $103,333+4.2% | $80,856+33.2% |
| Participation rate | 90.5% | 66.8%+23.7pp | 74.5%+16.0pp | 67.6%+22.9pp |
| Annual return | 11.98% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $14,231 | $3,105+358.3% | $3,868+267.9% | $2,755+416.6% |
| Participant deferral / active EE | $3,086 | $3,869-20.2% | $5,057-39.0% | $4,296-28.2% |
| Admin fee / account holder | $5,363 | $6,566-18.3% | $8,355-35.8% | $6,918-22.5% |