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 | $126,853 | $95,803+32.4% | $113,168+12.1% | $84,808+49.6% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 15.69% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $15,812 | $2,360+570.0% | $2,975+431.4% | $2,631+501.0% |
| Participant deferral / active EE | $10,475 | $4,242+146.9% | $5,107+105.1% | $4,212+148.7% |
| Admin fee / account holder | $41,505 | $8,989+361.7% | $12,068+243.9% | $7,344+465.2% |