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 | $167,953 | $54,705+207.0% | $71,209+135.9% | $84,808+98.0% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 15.04% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $7,403 | $2,158+243.1% | $2,721+172.1% | $2,631+181.4% |
| Participant deferral / active EE | $10,670 | $3,030+252.1% | $4,175+155.6% | $4,212+153.3% |
| Admin fee / account holder | $4,816 | $4,863-1.0% | $5,349-10.0% | $7,344-34.4% |