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 | $164,253 | $90,745+81.0% | $130,231+26.1% | $75,163+118.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 16.10% | 34.45%-18.3pp | 38.77%-22.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,442 | $3,314+34.0% | $4,126+7.7% | $2,670+66.4% |
| Participant deferral / active EE | $7,358 | $5,362+37.2% | $6,799+8.2% | $4,125+78.4% |
| Admin fee / account holder | $1,951 | $6,331-69.2% | $6,020-67.6% | $5,651-65.5% |