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 | $114,647 | $81,460+40.7% | $103,333+10.9% | $80,856+41.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.75% | 25.55%-5.8pp | 24.88%-5.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $10,429 | $3,105+235.9% | $3,868+169.6% | $2,755+278.6% |
| Participant deferral / active EE | $6,890 | $3,869+78.1% | $5,057+36.2% | $4,296+60.4% |
| Admin fee / account holder | $7,426 | $6,566+13.1% | $8,355-11.1% | $6,918+7.3% |