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 | $107,089 | $74,927+42.9% | $101,794+5.2% | $84,808+26.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.89% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $890 | $1,522-41.5% | $2,289-61.1% | $2,631-66.2% |
| Participant deferral / active EE | $7,614 | $3,099+145.7% | $4,084+86.4% | $4,212+80.8% |
| Admin fee / account holder | $8,383 | $6,514+28.7% | $8,777-4.5% | $7,344+14.1% |