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 | $142,431 | $85,766+66.1% | $136,294+4.5% | $70,131+103.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.80% | 31.45%-13.7pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,105 | $2,966+4.7% | $4,695-33.9% | $2,342+32.5% |
| Participant deferral / active EE | $6,046 | $5,051+19.7% | $6,247-3.2% | $3,332+81.5% |
| Admin fee / account holder | $7,473 | $5,420+37.9% | $9,243-19.2% | $4,645+60.9% |