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 | $150,572 | $94,529+59.3% | $140,016+7.5% | $64,186+134.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.09% | 7.77%-7.7pp | 651.12%-651.0pp | 7.63%-7.5pp |
| Employer contribution / active EE | $13,525 | $3,812+254.7% | $5,606+141.3% | $2,381+468.1% |
| Participant deferral / active EE | $17,354 | $5,250+230.5% | $6,927+150.5% | $3,470+400.2% |
| Admin fee / account holder | $11,610 | $6,741+72.2% | $10,705+8.4% | $4,888+137.5% |