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 | $104,938 | $99,341+5.6% | $84,750+23.8% | $273,961-61.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.84% | 22.93%-11.1pp | 22.78%-10.9pp | 41.45%-29.6pp |
| Employer contribution / active EE | $16,883 | $4,214+300.7% | $3,574+372.3% | $4,869+246.8% |
| Participant deferral / active EE | $23,025 | $4,269+439.3% | $3,712+520.3% | $5,287+335.5% |
| Admin fee / account holder | $43,763 | $6,644+558.7% | $5,332+720.7% | $10,132+331.9% |