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 | $171,825 | $78,422+119.1% | $95,952+79.1% | $79,858+115.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.95% | 19.37%-0.4pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $10,721 | $1,945+451.2% | $2,541+321.9% | $2,471+333.9% |
| Participant deferral / active EE | $4,778 | $3,440+38.9% | $4,167+14.7% | $3,740+27.8% |
| Admin fee / account holder | $4,249 | $5,622-24.4% | $6,795-37.5% | $5,306-19.9% |