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 | $151,474 | $86,929+74.2% | $102,423+47.9% | $80,856+87.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.26% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,888 | $2,369+64.1% | $3,023+28.6% | $2,755+41.2% |
| Participant deferral / active EE | $6,533 | $4,118+58.6% | $5,053+29.3% | $4,296+52.1% |
| Admin fee / account holder | $2,488 | $8,049-69.1% | $9,451-73.7% | $6,918-64.0% |