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 | $109,714 | $70,606+55.4% | $53,898+103.6% | $142,382-22.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.14% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,591 | $1,202+365.1% | $932+499.9% | $4,299+30.1% |
| Participant deferral / active EE | $8,463 | $2,364+258.0% | $1,826+363.4% | $6,507+30.1% |
| Admin fee / account holder | $9,773 | $2,852+242.7% | $2,491+292.4% | $12,624-22.6% |