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 | $195,981 | $76,000+157.9% | $154,107+27.2% | $64,186+205.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.01% | 30.32%-29.3pp | 735.12%-734.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $5,380 | $3,351+60.5% | $5,298+1.5% | $2,381+126.0% |
| Participant deferral / active EE | $2,799 | $3,175-11.9% | $5,081-44.9% | $3,470-19.3% |
| Admin fee / account holder | $9,753 | $5,596+74.3% | $13,411-27.3% | $4,888+99.5% |