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 | $88,234 | $65,365+35.0% | $92,893-5.0% | $72,985+20.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.00% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $7,776 | $2,594+199.8% | $3,653+112.9% | $2,440+218.7% |
| Participant deferral / active EE | $6,658 | $3,128+112.8% | $4,236+57.2% | $3,607+84.6% |
| Admin fee / account holder | $18,561 | $4,251+336.6% | $5,794+220.4% | $5,124+262.2% |