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 | $76,120 | $61,605+23.6% | $112,229-32.2% | $75,163+1.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 22.17% | 28.47%-6.3pp | 30.20%-8.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,009 | $2,015-0.3% | $3,430-41.4% | $2,670-24.7% |
| Participant deferral / active EE | $3,727 | $3,108+19.9% | $4,798-22.3% | $4,125-9.6% |
| Admin fee / account holder | $9,953 | $4,862+104.7% | $7,748+28.5% | $5,651+76.1% |