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 | $104,028 | $49,177+111.5% | $79,464+30.9% | $64,186+62.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 4.49% | -1.16%+5.6pp | 718.14%-713.7pp | 7.63%-3.1pp |
| Employer contribution / active EE | $4,640 | $2,076+123.5% | $2,800+65.7% | $2,381+94.9% |
| Participant deferral / active EE | $11,103 | $2,821+293.5% | $3,704+199.8% | $3,470+220.0% |
| Admin fee / account holder | $3,522 | $3,839-8.2% | $5,113-31.1% | $4,888-27.9% |