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 | $133,801 | $63,346+111.2% | $92,233+45.1% | $70,131+90.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.64% | 530.12%-510.5pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $16,176 | $2,471+554.6% | $3,679+339.6% | $2,342+590.6% |
| Participant deferral / active EE | $1,630 | $2,854-42.9% | $3,897-58.2% | $3,332-51.1% |
| Admin fee / account holder | $3,160 | $3,840-17.7% | $5,194-39.2% | $4,645-32.0% |