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 | $71,819 | $58,208+23.4% | $81,812-12.2% | $80,856-11.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.31% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $13,120 | $2,340+460.7% | $2,912+350.5% | $2,755+376.2% |
| Participant deferral / active EE | $4,535 | $3,281+38.2% | $4,319+5.0% | $4,296+5.6% |
| Admin fee / account holder | $1,589 | $4,981-68.1% | $7,386-78.5% | $6,918-77.0% |