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 | $94,815 | $58,828+61.2% | $77,999+21.6% | $62,891+50.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.76% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,655 | $1,672+238.3% | $2,470+128.9% | $2,281+147.9% |
| Participant deferral / active EE | $7,296 | $2,686+171.7% | $3,497+108.7% | $3,203+127.8% |
| Admin fee / account holder | $3,390 | $4,393-22.8% | $5,480-38.2% | $4,296-21.1% |