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 | $230,768 | $72,177+219.7% | $115,037+100.6% | $59,632+287.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.31% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $6,731 | $2,841+136.9% | $4,608+46.1% | $2,203+205.6% |
| Participant deferral / active EE | $9,419 | $4,783+96.9% | $6,026+56.3% | $3,192+195.1% |
| Admin fee / account holder | $51,479 | $4,927+944.9% | $8,175+529.7% | $4,297+1098.0% |