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 | $130,660 | $64,707+101.9% | $112,228+16.4% | $68,494+90.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 21.11% | -11.40%+32.5pp | 27.45%-6.3pp | -7.84%+29.0pp |
| Employer contribution / active EE | $13,540 | $2,746+393.1% | $3,635+272.5% | $2,596+421.5% |
| Participant deferral / active EE | $3,063 | $3,565-14.1% | $4,728-35.2% | $4,027-23.9% |
| Admin fee / account holder | $45,017 | $5,232+760.4% | $6,410+602.3% | $5,403+733.2% |