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 | $159,231 | $80,717+97.3% | $154,803+2.9% | $84,808+87.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.38% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $13,057 | $2,761+372.9% | $4,305+203.3% | $2,631+396.3% |
| Participant deferral / active EE | $11,176 | $3,303+238.3% | $5,540+101.7% | $4,212+165.4% |
| Admin fee / account holder | $14,060 | $6,746+108.4% | $14,329-1.9% | $7,344+91.5% |