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 | $101,853 | $58,208+75.0% | $81,812+24.5% | $80,856+26.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.30% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,610 | $2,340-31.2% | $2,912-44.7% | $2,755-41.6% |
| Participant deferral / active EE | $3,564 | $3,281+8.6% | $4,319-17.5% | $4,296-17.0% |
| Admin fee / account holder | $959 | $4,981-80.7% | $7,386-87.0% | $6,918-86.1% |