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 | $78,896 | $54,705+44.2% | $71,209+10.8% | $84,808-7.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.05% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,717 | $2,158+164.9% | $2,721+110.1% | $2,631+117.3% |
| Participant deferral / active EE | $10,340 | $3,030+241.2% | $4,175+147.7% | $4,212+145.5% |
| Admin fee / account holder | $14,704 | $4,863+202.3% | $5,349+174.9% | $7,344+100.2% |