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 | $153,578 | $76,000+102.1% | $154,107-0.3% | $64,186+139.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.62% | 30.32%-29.7pp | 735.12%-734.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $7,381 | $3,351+120.3% | $5,298+39.3% | $2,381+210.0% |
| Participant deferral / active EE | $5,378 | $3,175+69.4% | $5,081+5.9% | $3,470+55.0% |
| Admin fee / account holder | $30,770 | $5,596+449.8% | $13,411+129.4% | $4,888+529.5% |