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 | $152,027 | $85,202+78.4% | $172,739-12.0% | $72,985+108.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.92% | 27.32%-2.4pp | 802.84%-777.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $7,177 | $3,324+115.9% | $5,143+39.6% | $2,440+194.2% |
| Participant deferral / active EE | $14,241 | $3,260+336.8% | $5,198+174.0% | $3,607+294.8% |
| Admin fee / account holder | $6,698 | $5,884+13.8% | $13,954-52.0% | $5,124+30.7% |