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 | $210,131 | $77,899+169.7% | $149,673+40.4% | $75,163+179.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.81% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $8,511 | $3,137+171.3% | $4,818+76.7% | $2,670+218.8% |
| Participant deferral / active EE | $9,119 | $3,411+167.3% | $5,680+60.5% | $4,125+121.1% |
| Admin fee / account holder | $5,031 | $5,956-15.5% | $13,210-61.9% | $5,651-11.0% |