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 | $101,677 | $49,227+106.5% | $70,449+44.3% | $79,858+27.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.06% | 30.06%-16.0pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $901 | $2,099-57.0% | $2,737-67.1% | $2,471-63.5% |
| Participant deferral / active EE | $2,988 | $2,768+7.9% | $3,709-19.4% | $3,740-20.1% |
| Admin fee / account holder | $4,194 | $2,878+45.7% | $3,845+9.1% | $5,306-21.0% |