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 | $83,881 | $53,127+57.9% | $86,590-3.1% | $70,131+19.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.45% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,427 | $2,068+17.4% | $2,839-14.5% | $2,342+3.6% |
| Participant deferral / active EE | $1,306 | $2,696-51.5% | $3,609-63.8% | $3,332-60.8% |
| Admin fee / account holder | $23,139 | $3,585+545.4% | $4,906+371.7% | $4,645+398.1% |