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 | $108,248 | $83,477+29.7% | $125,175-13.5% | $72,985+48.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.96% | 25.78%+1.2pp | 43.79%-16.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,747 | $2,345+59.8% | $3,865-3.1% | $2,440+53.6% |
| Participant deferral / active EE | $3,593 | $3,585+0.2% | $4,937-27.2% | $3,607-0.4% |
| Admin fee / account holder | $4,802 | $5,517-13.0% | $9,702-50.5% | $5,124-6.3% |