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 | $190,372 | $95,416+99.5% | $185,823+2.4% | $85,850+121.8% |
| Participation rate | 80.7% | 68.8%+11.9pp | 81.7%-1.0pp | 69.3%+11.4pp |
| Annual return | 18.57% | 23.59%-5.0pp | 122.05%-103.5pp | 318.53%-300.0pp |
| Employer contribution / active EE | $5,379 | $3,314+62.3% | $5,167+4.1% | $2,565+109.7% |
| Participant deferral / active EE | $5,014 | $3,423+46.4% | $5,568-10.0% | $3,952+26.9% |
| Admin fee / account holder | $9,655 | $7,213+33.9% | $16,237-40.5% | $6,260+54.2% |