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 | $168,328 | $85,202+97.6% | $172,739-2.6% | $72,985+130.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.12% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $6,994 | $3,324+110.4% | $5,143+36.0% | $2,440+186.6% |
| Participant deferral / active EE | $6,955 | $3,260+113.3% | $5,198+33.8% | $3,607+92.8% |
| Admin fee / account holder | $29,238 | $5,884+396.9% | $13,954+109.5% | $5,124+470.6% |