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 | $156,716 | $79,944+96.0% | $98,439+59.2% | $75,163+108.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.64% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $9,877 | $2,264+336.3% | $3,048+224.1% | $2,670+270.0% |
| Participant deferral / active EE | $7,302 | $3,752+94.6% | $4,738+54.1% | $4,125+77.0% |
| Admin fee / account holder | $21,193 | $6,840+209.8% | $8,948+136.9% | $5,651+275.0% |