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 | $227,080 | $106,515+113.2% | $96,683+134.9% | $139,434+62.9% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 14.47% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $8,658 | $4,103+111.0% | $3,737+131.7% | $4,751+82.2% |
| Participant deferral / active EE | $11,327 | $5,454+107.7% | $4,878+132.2% | $6,710+68.8% |
| Admin fee / account holder | $7,148 | $7,877-9.3% | $6,730+6.2% | $11,403-37.3% |