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 | $101,901 | $63,346+60.9% | $92,233+10.5% | $70,131+45.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.57% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $9,735 | $2,471+294.0% | $3,679+164.6% | $2,342+315.6% |
| Participant deferral / active EE | $5,080 | $2,854+78.0% | $3,897+30.4% | $3,332+52.5% |
| Admin fee / account holder | $836 | $3,840-78.2% | $5,194-83.9% | $4,645-82.0% |