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 | $86,467 | $76,000+13.8% | $154,107-43.9% | $64,186+34.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.10% | 30.32%-26.2pp | 735.12%-731.0pp | 7.63%-3.5pp |
| Employer contribution / active EE | $8,289 | $3,351+147.4% | $5,298+56.5% | $2,381+248.2% |
| Participant deferral / active EE | $6,177 | $3,175+94.5% | $5,081+21.6% | $3,470+78.0% |
| Admin fee / account holder | $103,030 | $5,596+1741.1% | $13,411+668.3% | $4,888+2007.8% |