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 | $160,505 | $98,750+62.5% | $149,696+7.2% | $79,858+101.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.75% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $8,139 | $3,216+153.1% | $4,644+75.3% | $2,471+229.4% |
| Participant deferral / active EE | $10,527 | $5,680+85.3% | $6,842+53.9% | $3,740+181.5% |
| Admin fee / account holder | $8,047 | $6,053+33.0% | $9,309-13.6% | $5,306+51.7% |