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 | $73,907 | $64,480+14.6% | $81,382-9.2% | $80,856-8.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.07% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,586 | $1,978+232.9% | $2,463+167.4% | $2,755+139.1% |
| Participant deferral / active EE | $6,256 | $3,094+102.2% | $3,883+61.1% | $4,296+45.6% |
| Admin fee / account holder | $4,693 | $5,671-17.2% | $5,768-18.6% | $6,918-32.2% |