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 | $74,184 | $53,777+37.9% | $134,143-44.7% | $79,858-7.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 16.71% | 19.01%-2.3pp | 36.33%-19.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,913 | $1,321+196.2% | $3,704+5.7% | $2,471+58.4% |
| Participant deferral / active EE | $5,194 | $2,420+114.6% | $3,499+48.5% | $3,740+38.9% |
| Admin fee / account holder | $1,765 | $3,984-55.7% | $6,684-73.6% | $5,306-66.7% |