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 | $93,783 | $54,762+71.3% | $90,281+3.9% | $72,985+28.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.25% | 30.63%-3.4pp | 78.10%-50.8pp | 81.00%-53.8pp |
| Employer contribution / active EE | $6,301 | $2,092+201.1% | $2,854+120.7% | $2,440+158.2% |
| Participant deferral / active EE | $7,951 | $2,887+175.4% | $3,885+104.6% | $3,607+120.4% |
| Admin fee / account holder | $904 | $3,972-77.2% | $5,351-83.1% | $5,124-82.4% |