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 | $114,470 | $58,208+96.7% | $81,812+39.9% | $80,856+41.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.35% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $9,199 | $2,340+293.1% | $2,912+215.9% | $2,755+233.9% |
| Participant deferral / active EE | $8,249 | $3,281+151.4% | $4,319+91.0% | $4,296+92.0% |
| Admin fee / account holder | $7,115 | $4,981+42.8% | $7,386-3.7% | $6,918+2.8% |