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 | $92,714 | $87,013+6.6% | $106,213-12.7% | $80,856+14.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.75% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,895 | $2,395+62.6% | $3,171+22.8% | $2,755+41.4% |
| Participant deferral / active EE | $4,108 | $3,986+3.1% | $5,016-18.1% | $4,296-4.4% |
| Admin fee / account holder | $11,601 | $8,431+37.6% | $11,033+5.1% | $6,918+67.7% |