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 | $106,410 | $54,705+94.5% | $71,209+49.4% | $84,808+25.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.30% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $8,463 | $2,158+292.2% | $2,721+211.0% | $2,631+221.7% |
| Participant deferral / active EE | $7,908 | $3,030+161.0% | $4,175+89.4% | $4,212+87.8% |
| Admin fee / account holder | $10,653 | $4,863+119.0% | $5,349+99.2% | $7,344+45.1% |