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 | $170,313 | $102,382+66.3% | $147,005+15.9% | $80,874+110.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.91% | 134.89%-112.0pp | 418.76%-395.9pp | 35.62%-12.7pp |
| Employer contribution / active EE | $4,857 | $3,715+30.7% | $4,934-1.6% | $2,756+76.3% |
| Participant deferral / active EE | $7,942 | $6,646+19.5% | $8,070-1.6% | $4,297+84.8% |
| Admin fee / account holder | $8,386 | $7,942+5.6% | $13,006-35.5% | $6,935+20.9% |