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 | $121,770 | $100,326+21.4% | $180,183-32.4% | $84,808+43.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 25.86% | 17.86%+8.0pp | 27.86%-2.0pp | 40.90%-15.0pp |
| Employer contribution / active EE | $5,681 | $3,269+73.8% | $5,039+12.7% | $2,631+115.9% |
| Participant deferral / active EE | $11,721 | $5,066+131.4% | $6,822+71.8% | $4,212+178.3% |
| Admin fee / account holder | $6,547 | $9,674-32.3% | $19,975-67.2% | $7,344-10.8% |