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 | $130,624 | $91,538+42.7% | $129,995+0.5% | $75,163+73.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.32% | -631.11%+648.4pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,640 | $2,845+27.9% | $4,320-15.7% | $2,670+36.3% |
| Participant deferral / active EE | $6,095 | $4,341+40.4% | $5,820+4.7% | $4,125+47.8% |
| Admin fee / account holder | $10,827 | $6,790+59.4% | $10,614+2.0% | $5,651+91.6% |