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 | $160,195 | $93,571+71.2% | $135,903+17.9% | $75,163+113.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.36% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,500 | $3,537+112.1% | $4,856+54.4% | $2,670+180.9% |
| Participant deferral / active EE | $10,217 | $6,404+59.5% | $7,758+31.7% | $4,125+147.7% |
| Admin fee / account holder | $620 | $6,975-91.1% | $10,762-94.2% | $5,651-89.0% |