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 | $112,255 | $46,553+141.1% | $64,056+75.2% | $75,163+49.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.37% | 26.03%-11.7pp | 33.69%-19.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,510 | $1,974+179.2% | $2,747+100.6% | $2,670+106.4% |
| Participant deferral / active EE | $5,011 | $2,837+76.6% | $3,880+29.1% | $4,125+21.5% |
| Admin fee / account holder | $3,256 | $2,952+10.3% | $3,068+6.1% | $5,651-42.4% |