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 | $88,653 | $92,222-3.9% | $76,768+15.5% | $135,375-34.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.78% | 5.46%+3.3pp | 2.43%+6.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $9,167 | $3,216+185.0% | $2,485+268.9% | $4,779+91.8% |
| Participant deferral / active EE | $25,833 | $4,509+473.0% | $3,852+570.7% | $5,609+360.6% |
| Admin fee / account holder | $720 | $10,748-93.3% | $6,675-89.2% | $10,827-93.3% |