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 | $97,450 | $153,772-36.6% | $133,980-27.3% | $273,961-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 125.33% | 36.51%+88.8pp | 29.30%+96.0pp | 41.45%+83.9pp |
| Employer contribution / active EE | $3,732 | $6,029-38.1% | $5,211-28.4% | $4,869-23.4% |
| Participant deferral / active EE | $7,554 | $6,958+8.6% | $6,282+20.3% | $5,287+42.9% |
| Admin fee / account holder | $18,316 | $11,765+55.7% | $9,324+96.4% | $10,132+80.8% |