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 | $108,195 | $58,828+83.9% | $77,999+38.7% | $62,891+72.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.73% | 17.16%-6.4pp | 425.96%-415.2pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,352 | $1,672+40.7% | $2,470-4.8% | $2,281+3.1% |
| Participant deferral / active EE | $1,948 | $2,686-27.5% | $3,497-44.3% | $3,203-39.2% |
| Admin fee / account holder | $2,583 | $4,393-41.2% | $5,480-52.9% | $4,296-39.9% |