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 | $85,173 | $63,346+34.5% | $92,233-7.7% | $70,131+21.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.31% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $6,356 | $2,471+157.2% | $3,679+72.8% | $2,342+171.3% |
| Participant deferral / active EE | $5,322 | $2,854+86.5% | $3,897+36.6% | $3,332+59.7% |
| Admin fee / account holder | $10,662 | $3,840+177.6% | $5,194+105.3% | $4,645+129.5% |