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 | $115,795 | $85,766+35.0% | $136,294-15.0% | $70,131+65.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.76% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,567 | $2,966+87.7% | $4,695+18.6% | $2,342+137.7% |
| Participant deferral / active EE | $6,437 | $5,051+27.4% | $6,247+3.0% | $3,332+93.2% |
| Admin fee / account holder | $2,689 | $5,420-50.4% | $9,243-70.9% | $4,645-42.1% |