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 | $123,327 | $99,985+23.3% | $146,665-15.9% | $85,850+43.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.14% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $890 | $2,559-65.2% | $4,136-78.5% | $2,565-65.3% |
| Participant deferral / active EE | $2,724 | $4,006-32.0% | $5,506-50.5% | $3,952-31.1% |
| Admin fee / account holder | $2,992 | $7,702-61.2% | $10,280-70.9% | $6,260-52.2% |