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 | $105,554 | $94,529+11.7% | $140,016-24.6% | $64,186+64.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.96% | 7.77%-9.7pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $6,368 | $3,812+67.0% | $5,606+13.6% | $2,381+167.5% |
| Participant deferral / active EE | $9,047 | $5,250+72.3% | $6,927+30.6% | $3,470+160.8% |
| Admin fee / account holder | $2,115 | $6,741-68.6% | $10,705-80.2% | $4,888-56.7% |