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 | $165,170 | $80,968+104.0% | $96,544+71.1% | $75,163+119.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.31% | 27.06%-12.8pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,518 | $2,282+141.8% | $2,965+86.1% | $2,670+106.7% |
| Participant deferral / active EE | $6,798 | $3,928+73.1% | $4,851+40.1% | $4,125+64.8% |
| Admin fee / account holder | $4,684 | $6,724-30.3% | $8,252-43.2% | $5,651-17.1% |