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 | $164,787 | $96,635+70.5% | $86,612+90.3% | $139,434+18.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.22% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,543 | $3,263+39.2% | $3,022+50.3% | $4,751-4.4% |
| Participant deferral / active EE | $6,529 | $4,836+35.0% | $4,438+47.1% | $6,710-2.7% |
| Admin fee / account holder | $1,032 | $6,408-83.9% | $5,614-81.6% | $11,403-90.9% |