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 | $202,957 | $91,190+122.6% | $178,490+13.7% | $79,858+154.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.47% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $8,070 | $3,256+147.9% | $5,011+61.1% | $2,471+226.6% |
| Participant deferral / active EE | $6,101 | $3,236+88.5% | $5,202+17.3% | $3,740+63.1% |
| Admin fee / account holder | $6,690 | $6,751-0.9% | $13,984-52.2% | $5,306+26.1% |