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 | $62,567 | $72,277-13.4% | $101,248-38.2% | $79,858-21.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.99% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $11,270 | $2,692+318.7% | $3,660+208.0% | $2,471+356.1% |
| Participant deferral / active EE | $3,154 | $3,282-3.9% | $4,370-27.8% | $3,740-15.7% |
| Admin fee / account holder | $3,625 | $4,400-17.6% | $5,945-39.0% | $5,306-31.7% |