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 | $75,351 | $51,576+46.1% | $129,207-41.7% | $80,856-6.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.11% | 20.81%-5.7pp | 9417.33%-9402.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $9,812 | $1,584+519.5% | $4,153+136.2% | $2,755+256.2% |
| Participant deferral / active EE | $4,499 | $2,669+68.6% | $4,168+8.0% | $4,296+4.7% |
| Admin fee / account holder | $7,521 | $4,305+74.7% | $7,715-2.5% | $6,918+8.7% |