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 | $157,911 | $101,883+55.0% | $453,369-65.2% | $85,850+83.9% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 18.92% | 25.38%-6.5pp | 64.40%-45.5pp | 318.53%-299.6pp |
| Employer contribution / active EE | $3,887 | $2,847+36.5% | $4,070-4.5% | $2,565+51.5% |
| Participant deferral / active EE | $4,745 | $4,782-0.8% | $6,209-23.6% | $3,952+20.1% |
| Admin fee / account holder | $18,933 | $5,706+231.8% | $11,209+68.9% | $6,260+202.4% |