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 | $147,722 | $68,547+115.5% | $120,354+22.7% | $80,856+82.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 12.28% | 23.60%-11.3pp | 107.15%-94.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $12,331 | $2,051+501.1% | $3,463+256.1% | $2,755+347.6% |
| Participant deferral / active EE | $3,394 | $3,173+6.9% | $4,991-32.0% | $4,296-21.0% |
| Admin fee / account holder | $17,017 | $5,732+196.9% | $9,423+80.6% | $6,918+146.0% |