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 | $113,751 | $72,177+57.6% | $115,037-1.1% | $59,632+90.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.10% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,243 | $2,841+14.2% | $4,608-29.6% | $2,203+47.3% |
| Participant deferral / active EE | $7,873 | $4,783+64.6% | $6,026+30.6% | $3,192+146.7% |
| Admin fee / account holder | $9,530 | $4,927+93.4% | $8,175+16.6% | $4,297+121.8% |