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 | $53,007 | $49,227+7.7% | $70,449-24.8% | $79,858-33.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.75% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,461 | $2,099+17.3% | $2,737-10.1% | $2,471-0.4% |
| Participant deferral / active EE | $6,648 | $2,768+140.2% | $3,709+79.3% | $3,740+77.8% |
| Admin fee / account holder | $6,043 | $2,878+110.0% | $3,845+57.2% | $5,306+13.9% |