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 | $221,775 | $64,839+242.0% | $95,585+132.0% | $84,808+161.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.27% | -670.96%+685.2pp | 38.56%-24.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $12,687 | $1,759+621.3% | $2,527+402.1% | $2,631+382.2% |
| Participant deferral / active EE | $6,358 | $2,965+114.5% | $4,023+58.1% | $4,212+51.0% |
| Admin fee / account holder | $5,159 | $5,964-13.5% | $6,127-15.8% | $7,344-29.8% |