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 | $101,276 | $49,177+105.9% | $79,464+27.4% | $64,186+57.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 10.58% | -1.16%+11.7pp | 718.14%-707.6pp | 7.63%+3.0pp |
| Employer contribution / active EE | $6,739 | $2,076+224.6% | $2,800+140.6% | $2,381+183.1% |
| Participant deferral / active EE | $10,970 | $2,821+288.8% | $3,704+196.2% | $3,470+216.2% |
| Admin fee / account holder | $1,835 | $3,839-52.2% | $5,113-64.1% | $4,888-62.5% |