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 | $117,982 | $54,762+115.4% | $90,281+30.7% | $72,985+61.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.35% | 30.63%-6.3pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $8,114 | $2,092+287.8% | $2,854+184.3% | $2,440+232.6% |
| Participant deferral / active EE | $7,768 | $2,887+169.1% | $3,885+99.9% | $3,607+115.3% |
| Admin fee / account holder | $1,568 | $3,972-60.5% | $5,351-70.7% | $5,124-69.4% |