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 | $118,238 | $84,233+40.4% | $170,442-30.6% | $70,131+68.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.05% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $6,743 | $3,387+99.1% | $5,433+24.1% | $2,342+187.9% |
| Participant deferral / active EE | $3,882 | $3,086+25.8% | $4,939-21.4% | $3,332+16.5% |
| Admin fee / account holder | $6,491 | $5,698+13.9% | $13,880-53.2% | $4,645+39.7% |