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 | $125,579 | $85,202+47.4% | $172,739-27.3% | $72,985+72.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.37% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.6pp |
| Employer contribution / active EE | $8,619 | $3,324+159.3% | $5,143+67.6% | $2,440+253.2% |
| Participant deferral / active EE | $5,345 | $3,260+63.9% | $5,198+2.8% | $3,607+48.2% |
| Admin fee / account holder | $5,984 | $5,884+1.7% | $13,954-57.1% | $5,124+16.8% |