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 | $107,786 | $72,404+48.9% | $110,238-2.2% | $64,186+67.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 1.45% | -6.29%+7.7pp | 314.74%-313.3pp | 7.63%-6.2pp |
| Employer contribution / active EE | $3,610 | $2,282+58.2% | $3,826-5.7% | $2,381+51.6% |
| Participant deferral / active EE | $4,097 | $3,469+18.1% | $4,672-12.3% | $3,470+18.1% |
| Admin fee / account holder | $7,890 | $5,664+39.3% | $8,547-7.7% | $4,888+61.4% |