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 | $161,873 | $71,057+127.8% | $93,654+72.8% | $80,874+100.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.40% | 11.26%+4.1pp | 133.34%-117.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $6,681 | $1,564+327.2% | $2,421+176.0% | $2,756+142.4% |
| Participant deferral / active EE | $7,654 | $4,034+89.7% | $4,413+73.4% | $4,297+78.1% |
| Admin fee / account holder | $2,096 | $6,944-69.8% | $8,282-74.7% | $6,935-69.8% |