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 | $163,493 | $72,177+126.5% | $115,037+42.1% | $59,632+174.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.14% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,875 | $2,841+36.4% | $4,608-15.9% | $2,203+75.9% |
| Participant deferral / active EE | $10,621 | $4,783+122.1% | $6,026+76.2% | $3,192+232.8% |
| Admin fee / account holder | $13,747 | $4,927+179.0% | $8,175+68.2% | $4,297+219.9% |