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 | $96,000 | $74,927+28.1% | $101,794-5.7% | $84,808+13.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.82% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,255 | $1,522-17.6% | $2,289-45.2% | $2,631-52.3% |
| Participant deferral / active EE | $1,578 | $3,099-49.1% | $4,084-61.4% | $4,212-62.5% |
| Admin fee / account holder | $2,455 | $6,514-62.3% | $8,777-72.0% | $7,344-66.6% |