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 | $130,927 | $76,552+71.0% | $123,892+5.7% | $62,891+108.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.06% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $10,011 | $2,883+247.3% | $4,617+116.8% | $2,281+338.9% |
| Participant deferral / active EE | $12,093 | $4,840+149.9% | $5,984+102.1% | $3,203+277.6% |
| Admin fee / account holder | $7,593 | $4,826+57.3% | $8,357-9.1% | $4,296+76.8% |