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 | $171,842 | $66,402+158.8% | $109,895+56.4% | $85,850+100.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 16.68% | 19.59%-2.9pp | 29.45%-12.8pp | 318.53%-301.9pp |
| Employer contribution / active EE | $6,919 | $1,687+310.1% | $2,842+143.4% | $2,565+169.8% |
| Participant deferral / active EE | $4,824 | $2,842+69.7% | $4,048+19.2% | $3,952+22.1% |
| Admin fee / account holder | $345 | $4,557-92.4% | $6,066-94.3% | $6,260-94.5% |