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 | $107,583 | $85,202+26.3% | $172,739-37.7% | $72,985+47.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.42% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $9,704 | $3,324+191.9% | $5,143+88.7% | $2,440+297.7% |
| Participant deferral / active EE | $5,657 | $3,260+73.5% | $5,198+8.8% | $3,607+56.8% |
| Admin fee / account holder | $4,166 | $5,884-29.2% | $13,954-70.1% | $5,124-18.7% |