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 | $88,098 | $49,791+76.9% | $78,210+12.6% | $70,131+25.6% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.12% | 20.75%-7.6pp | 40.90%-27.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $4,653 | $1,430+225.5% | $2,034+128.8% | $2,342+98.7% |
| Participant deferral / active EE | $3,978 | $2,150+85.0% | $2,823+40.9% | $3,332+19.4% |
| Admin fee / account holder | $8,579 | $3,181+169.7% | $3,758+128.3% | $4,645+84.7% |