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 | $129,488 | $58,828+120.1% | $77,999+66.0% | $62,891+105.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.00% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,046 | $1,672+82.2% | $2,470+23.3% | $2,281+33.5% |
| Participant deferral / active EE | $9,199 | $2,686+242.5% | $3,497+163.1% | $3,203+187.2% |
| Admin fee / account holder | $10,346 | $4,393+135.5% | $5,480+88.8% | $4,296+140.9% |