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 | $169,204 | $85,022+99.0% | $70,515+140.0% | $139,434+21.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.48% | 30.38%-18.9pp | 32.77%-21.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $9,602 | $3,909+145.6% | $2,973+222.9% | $4,751+102.1% |
| Participant deferral / active EE | $8,688 | $5,890+47.5% | $4,567+90.2% | $6,710+29.5% |
| Admin fee / account holder | $45,847 | $8,906+414.8% | $6,412+615.0% | $11,403+302.1% |