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 3-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 | $111,124 | $45,438+144.6% | $80,004+38.9% | $59,632+86.3% |
| Participation rate | 96.2% | 63.7%+32.4pp | 73.0%+23.1pp | 68.7%+27.5pp |
| Annual return | -0.69% | 5.10%-5.8pp | 7.63%-8.3pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $7,979 | $1,236+545.7% | $2,473+222.7% | $2,203+262.3% |
| Participant deferral / active EE | $5,401 | $2,231+142.1% | $3,204+68.6% | $3,192+69.2% |
| Admin fee / account holder | $5,470 | $3,464+57.9% | $5,033+8.7% | $4,297+27.3% |