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 | $134,559 | $78,694+71.0% | $67,652+98.9% | $125,391+7.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.70% | 9.46%-5.8pp | 6625.04%-6621.3pp | 282.22%-278.5pp |
| Employer contribution / active EE | $7,941 | $3,044+160.9% | $2,266+250.5% | $4,866+63.2% |
| Participant deferral / active EE | $17,991 | $4,292+319.2% | $3,560+405.4% | $5,352+236.2% |
| Admin fee / account holder | $620 | $7,403-91.6% | $4,821-87.1% | $9,540-93.5% |