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 | $121,403 | $60,124+101.9% | $90,404+34.3% | $79,858+52.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.04% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,334 | $2,068+109.6% | $3,262+32.9% | $2,471+75.4% |
| Participant deferral / active EE | $7,197 | $2,938+145.0% | $3,963+81.6% | $3,740+92.4% |
| Admin fee / account holder | $8,155 | $3,976+105.1% | $5,611+45.3% | $5,306+53.7% |