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 | $163,659 | $105,998+54.4% | $92,233+77.4% | $147,584+10.9% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 16.88% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,686 | $4,333+8.2% | $3,679+27.4% | $4,876-3.9% |
| Participant deferral / active EE | $8,399 | $4,478+87.6% | $3,897+115.5% | $5,439+54.4% |
| Admin fee / account holder | $2,808 | $6,332-55.6% | $5,194-45.9% | $10,885-74.2% |