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 | $66,936 | $54,380+23.1% | $68,509-2.3% | $59,632+12.2% |
| Participation rate | 95.3% | 70.2%+25.2pp | 74.7%+20.6pp | 68.7%+26.7pp |
| Annual return | 1.00% | 2.83%-1.8pp | 8.27%-7.3pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $10,630 | $1,539+590.9% | $2,278+366.7% | $2,203+382.6% |
| Participant deferral / active EE | $10,836 | $2,643+309.9% | $3,382+220.4% | $3,192+239.5% |
| Admin fee / account holder | $5,554 | $3,885+42.9% | $5,275+5.3% | $4,297+29.2% |