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 | $92,927 | $54,705+69.9% | $71,209+30.5% | $84,808+9.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.68% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,197 | $2,158+48.2% | $2,721+17.5% | $2,631+21.5% |
| Participant deferral / active EE | $7,413 | $3,030+144.6% | $4,175+77.6% | $4,212+76.0% |
| Admin fee / account holder | $352 | $4,863-92.8% | $5,349-93.4% | $7,344-95.2% |