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 | $112,662 | $51,638+118.2% | $68,368+64.8% | $82,448+36.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.49% | 37.53%-20.0pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $12,670 | $2,047+519.1% | $2,649+378.3% | $2,551+396.7% |
| Participant deferral / active EE | $6,327 | $2,914+117.2% | $4,123+53.5% | $4,139+52.9% |
| Admin fee / account holder | $3,720 | $4,643-19.9% | $5,150-27.8% | $7,234-48.6% |