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 | $116,365 | $98,750+17.8% | $149,696-22.3% | $79,858+45.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.41% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,493 | $3,216+39.7% | $4,644-3.3% | $2,471+81.9% |
| Participant deferral / active EE | $10,846 | $5,680+90.9% | $6,842+58.5% | $3,740+190.0% |
| Admin fee / account holder | $3,356 | $6,053-44.5% | $9,309-63.9% | $5,306-36.8% |