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 | $118,432 | $64,839+82.7% | $95,585+23.9% | $84,808+39.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 25.85% | -670.96%+696.8pp | 38.56%-12.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $6,846 | $1,759+289.3% | $2,527+171.0% | $2,631+160.2% |
| Participant deferral / active EE | $2,850 | $2,965-3.9% | $4,023-29.1% | $4,212-32.3% |
| Admin fee / account holder | $25,594 | $5,964+329.1% | $6,127+317.7% | $7,344+248.5% |