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 | $103,281 | $85,766+20.4% | $136,294-24.2% | $70,131+47.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.29% | 31.45%-15.2pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,970 | $2,966+0.1% | $4,695-36.7% | $2,342+26.8% |
| Participant deferral / active EE | $9,828 | $5,051+94.6% | $6,247+57.3% | $3,332+195.0% |
| Admin fee / account holder | $4,909 | $5,420-9.4% | $9,243-46.9% | $4,645+5.7% |