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 | $186,143 | $46,553+299.9% | $64,056+190.6% | $75,163+147.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.00% | 26.03%-9.0pp | 33.69%-16.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $6,045 | $1,974+206.3% | $2,747+120.1% | $2,670+126.4% |
| Participant deferral / active EE | $9,046 | $2,837+218.9% | $3,880+133.1% | $4,125+119.3% |
| Admin fee / account holder | $2,313 | $2,952-21.6% | $3,068-24.6% | $5,651-59.1% |