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 | $127,264 | $87,841+44.9% | $133,980-5.0% | $62,891+102.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.91% | 12.05%+0.9pp | 29.30%-16.4pp | 20.14%-7.2pp |
| Employer contribution / active EE | $23,993 | $3,483+588.9% | $5,211+360.4% | $2,281+951.9% |
| Participant deferral / active EE | $13,159 | $4,812+173.5% | $6,282+109.5% | $3,203+310.8% |
| Admin fee / account holder | $5,726 | $5,371+6.6% | $9,324-38.6% | $4,296+33.3% |