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 | $119,512 | $87,733+36.2% | $106,548+12.2% | $85,850+39.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 17.22% | 21.86%-4.6pp | 26.80%-9.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,871 | $2,073+38.5% | $2,819+1.8% | $2,565+11.9% |
| Participant deferral / active EE | $4,140 | $3,469+19.3% | $4,398-5.9% | $3,952+4.8% |
| Admin fee / account holder | $1,545 | $6,767-77.2% | $7,407-79.1% | $6,260-75.3% |