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 | $106,995 | $72,177+48.2% | $115,037-7.0% | $59,632+79.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.15% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $8,694 | $2,841+206.0% | $4,608+88.7% | $2,203+294.7% |
| Participant deferral / active EE | $4,366 | $4,783-8.7% | $6,026-27.6% | $3,192+36.8% |
| Admin fee / account holder | $2,222 | $4,927-54.9% | $8,175-72.8% | $4,297-48.3% |