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 | $154,956 | $82,032+88.9% | $123,104+25.9% | $59,632+159.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.77% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $12,868 | $3,297+290.3% | $5,151+149.8% | $2,203+484.2% |
| Participant deferral / active EE | $11,216 | $4,667+140.3% | $6,230+80.0% | $3,192+251.4% |
| Admin fee / account holder | $8,075 | $5,881+37.3% | $9,015-10.4% | $4,297+87.9% |