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 6-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 | $123,784 | $154,228-19.7% | $145,433-14.9% | $137,256-9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.50% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,024 | $4,804-37.1% | $4,554-33.6% | $4,156-27.2% |
| Participant deferral / active EE | $24,530 | $8,216+198.5% | $7,897+210.6% | $6,407+282.9% |
| Admin fee / account holder | $2,139 | $14,344-85.1% | $13,129-83.7% | $12,270-82.6% |