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 | $144,681 | $63,953+126.2% | $54,726+164.4% | $135,375+6.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 6.89% | -5.77%+12.7pp | -4.56%+11.4pp | 519.73%-512.8pp |
| Employer contribution / active EE | $15,352 | $4,256+260.7% | $3,449+345.1% | $4,779+221.2% |
| Participant deferral / active EE | $0 | $4,810-100.0% | $3,953-100.0% | $5,609-100.0% |
| Admin fee / account holder | $606 | $4,567-86.7% | $3,818-84.1% | $10,827-94.4% |