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 | $110,394 | $78,705+40.3% | $117,854-6.3% | $70,131+57.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.41% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,320 | $2,223+94.3% | $3,786+14.1% | $2,342+84.4% |
| Participant deferral / active EE | $4,763 | $3,297+44.4% | $4,482+6.3% | $3,332+42.9% |
| Admin fee / account holder | $9,443 | $5,065+86.4% | $8,020+17.7% | $4,645+103.3% |