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 | $158,319 | $99,985+58.3% | $146,665+7.9% | $85,850+84.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.54% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,499 | $2,559-2.3% | $4,136-39.6% | $2,565-2.6% |
| Participant deferral / active EE | $6,807 | $4,006+69.9% | $5,506+23.6% | $3,952+72.3% |
| Admin fee / account holder | $1,010 | $7,702-86.9% | $10,280-90.2% | $6,260-83.9% |