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 | $156,805 | $48,795+221.4% | $65,493+139.4% | $84,808+84.9% |
| Participation rate | 82.5% | 67.0%+15.5pp | 73.1%+9.4pp | 68.3%+14.2pp |
| Annual return | 17.51% | 20.20%-2.7pp | 982.45%-964.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,310 | $1,930+71.5% | $2,574+28.6% | $2,631+25.8% |
| Participant deferral / active EE | $7,715 | $2,928+163.4% | $3,961+94.8% | $4,212+83.2% |
| Admin fee / account holder | $3,319 | $3,877-14.4% | $5,028-34.0% | $7,344-54.8% |