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 | $159,647 | $70,669+125.9% | $169,368-5.7% | $75,163+112.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.32% | 36.36%-22.0pp | 405.60%-391.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,157 | $2,211+133.3% | $4,013+28.5% | $2,670+93.1% |
| Participant deferral / active EE | $8,169 | $4,311+89.5% | $6,221+31.3% | $4,125+98.0% |
| Admin fee / account holder | $9,545 | $5,402+76.7% | $9,003+6.0% | $5,651+68.9% |