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 | $125,510 | $72,177+73.9% | $115,037+9.1% | $59,632+110.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 7.54% | 12.02%-4.5pp | 26.14%-18.6pp | 2041.28%-2033.7pp |
| Employer contribution / active EE | $2,821 | $2,841-0.7% | $4,608-38.8% | $2,203+28.1% |
| Participant deferral / active EE | $6,990 | $4,783+46.1% | $6,026+16.0% | $3,192+119.0% |
| Admin fee / account holder | $1,512 | $4,927-69.3% | $8,175-81.5% | $4,297-64.8% |