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 | $149,066 | $99,079+50.5% | $77,999+91.1% | $273,961-45.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.92% | 217.93%-215.0pp | 425.96%-423.0pp | 41.45%-38.5pp |
| Employer contribution / active EE | $5,345 | $3,308+61.6% | $2,470+116.4% | $4,869+9.8% |
| Participant deferral / active EE | $7,226 | $4,306+67.8% | $3,497+106.6% | $5,287+36.7% |
| Admin fee / account holder | $4,704 | $8,954-47.5% | $5,480-14.2% | $10,132-53.6% |