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 | $109,759 | $98,750+11.1% | $149,696-26.7% | $79,858+37.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 28.87% | 27.43%+1.4pp | 276.60%-247.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $4,998 | $3,216+55.4% | $4,644+7.6% | $2,471+102.3% |
| Participant deferral / active EE | $6,978 | $5,680+22.8% | $6,842+2.0% | $3,740+86.6% |
| Admin fee / account holder | $3,234 | $6,053-46.6% | $9,309-65.3% | $5,306-39.0% |