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 | $88,830 | $87,013+2.1% | $106,213-16.4% | $80,856+9.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.68% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,357 | $2,395+123.6% | $3,171+68.9% | $2,755+94.4% |
| Participant deferral / active EE | $11,774 | $3,986+195.4% | $5,016+134.7% | $4,296+174.1% |
| Admin fee / account holder | $25,597 | $8,431+203.6% | $11,033+132.0% | $6,918+270.0% |