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 | $114,419 | $91,190+25.5% | $178,490-35.9% | $79,858+43.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.36% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,250 | $3,256+122.7% | $5,011+44.7% | $2,471+193.4% |
| Participant deferral / active EE | $5,089 | $3,236+57.3% | $5,202-2.2% | $3,740+36.1% |
| Admin fee / account holder | $1,044 | $6,751-84.5% | $13,984-92.5% | $5,306-80.3% |