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 | $167,427 | $49,922+235.4% | $80,569+107.8% | $75,163+122.8% |
| Participation rate | 72.3% | 55.3%+17.0pp | 67.0%+5.3pp | 67.2%+5.1pp |
| Annual return | 16.77% | 34.69%-17.9pp | 935.43%-918.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $6,196 | $1,698+264.8% | $2,723+127.5% | $2,670+132.1% |
| Participant deferral / active EE | $4,666 | $2,990+56.0% | $4,447+4.9% | $4,125+13.1% |
| Admin fee / account holder | $17,033 | $3,577+376.2% | $5,377+216.8% | $5,651+201.4% |