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 | $166,566 | $106,515+56.4% | $96,683+72.3% | $139,434+19.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.40% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $10,795 | $4,103+163.1% | $3,737+188.9% | $4,751+127.2% |
| Participant deferral / active EE | $11,362 | $5,454+108.3% | $4,878+132.9% | $6,710+69.3% |
| Admin fee / account holder | $1,227 | $7,877-84.4% | $6,730-81.8% | $11,403-89.2% |