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 | $117,994 | $85,766+37.6% | $136,294-13.4% | $70,131+68.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.87% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $7,043 | $2,966+137.4% | $4,695+50.0% | $2,342+200.7% |
| Participant deferral / active EE | $6,001 | $5,051+18.8% | $6,247-3.9% | $3,332+80.1% |
| Admin fee / account holder | $5,260 | $5,420-3.0% | $9,243-43.1% | $4,645+13.2% |