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 | $136,746 | $80,968+68.9% | $96,544+41.6% | $75,163+81.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.20% | 27.06%-6.9pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,611 | $2,282+58.3% | $2,965+21.8% | $2,670+35.3% |
| Participant deferral / active EE | $4,258 | $3,928+8.4% | $4,851-12.2% | $4,125+3.2% |
| Admin fee / account holder | $23,443 | $6,724+248.6% | $8,252+184.1% | $5,651+314.8% |