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 | $108,810 | $77,899+39.7% | $149,673-27.3% | $75,163+44.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.84% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,843 | $3,137+22.5% | $4,818-20.2% | $2,670+44.0% |
| Participant deferral / active EE | $4,150 | $3,411+21.7% | $5,680-26.9% | $4,125+0.6% |
| Admin fee / account holder | $12,341 | $5,956+107.2% | $13,210-6.6% | $5,651+118.4% |