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 | $105,211 | $80,968+29.9% | $96,544+9.0% | $75,163+40.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.90% | 27.06%-13.2pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $15,044 | $2,282+559.3% | $2,965+407.4% | $2,670+463.5% |
| Participant deferral / active EE | $3,355 | $3,928-14.6% | $4,851-30.8% | $4,125-18.7% |
| Admin fee / account holder | $16,938 | $6,724+151.9% | $8,252+105.2% | $5,651+199.7% |