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 | $116,116 | $87,013+33.4% | $106,213+9.3% | $80,856+43.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.49% | 17.05%-6.6pp | 116.14%-105.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $7,139 | $2,395+198.1% | $3,171+125.1% | $2,755+159.2% |
| Participant deferral / active EE | $4,687 | $3,986+17.6% | $5,016-6.6% | $4,296+9.1% |
| Admin fee / account holder | $4,613 | $8,431-45.3% | $11,033-58.2% | $6,918-33.3% |