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 | $125,682 | $81,460+54.3% | $103,333+21.6% | $80,856+55.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.01% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,868 | $3,105+24.6% | $3,8680% | $2,755+40.4% |
| Participant deferral / active EE | $9,074 | $3,869+134.6% | $5,057+79.4% | $4,296+111.2% |
| Admin fee / account holder | $11,440 | $6,566+74.2% | $8,355+36.9% | $6,918+65.4% |