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 | $168,234 | $105,181+59.9% | $159,436+5.5% | $85,850+96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.20% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $8,323 | $3,318+150.8% | $4,829+72.3% | $2,565+224.5% |
| Participant deferral / active EE | $9,395 | $5,945+58.0% | $7,352+27.8% | $3,952+137.8% |
| Admin fee / account holder | $1,829 | $6,933-73.6% | $10,799-83.1% | $6,260-70.8% |