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 | $91,172 | $58,208+56.6% | $81,812+11.4% | $80,856+12.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.25% | 41.66%-26.4pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,797 | $2,340+105.0% | $2,912+64.7% | $2,755+74.1% |
| Participant deferral / active EE | $12,348 | $3,281+276.4% | $4,319+185.9% | $4,296+187.4% |
| Admin fee / account holder | $3,496 | $4,981-29.8% | $7,386-52.7% | $6,918-49.5% |