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 | $70,305 | $176,811-60.2% | $146,958-52.2% | - |
| Participation rate | 100.0% | 76.9%+23.1pp | 82.2%+17.8pp | - |
| Annual return | 10.11% | 11.56%-1.4pp | 418.34%-408.2pp | - |
| Employer contribution / active EE | $3,088 | $3,294-6.2% | $4,933-37.4% | - |
| Participant deferral / active EE | $8,965 | $6,900+29.9% | $8,070+11.1% | - |
| Admin fee / account holder | $43,144 | $27,451+57.2% | $12,998+231.9% | - |