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 | $117,410 | $76,000+54.5% | $154,107-23.8% | $64,186+82.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.39% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $6,662 | $3,351+98.8% | $5,298+25.8% | $2,381+179.8% |
| Participant deferral / active EE | $5,316 | $3,175+67.4% | $5,081+4.6% | $3,470+53.2% |
| Admin fee / account holder | $12,366 | $5,596+121.0% | $13,411-7.8% | $4,888+153.0% |