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 | $160,310 | $95,416+68.0% | $185,823-13.7% | $85,850+86.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.75% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $6,569 | $3,314+98.2% | $5,167+27.1% | $2,565+156.1% |
| Participant deferral / active EE | $3,755 | $3,423+9.7% | $5,568-32.6% | $3,952-5.0% |
| Admin fee / account holder | $3,042 | $7,213-57.8% | $16,237-81.3% | $6,260-51.4% |