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 | $175,823 | $112,096+56.9% | $95,952+83.2% | $158,922+10.6% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 9.89% | 171.09%-161.2pp | 91.61%-81.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $20,049 | $3,198+526.9% | $2,541+689.0% | $4,761+321.1% |
| Participant deferral / active EE | $3,841 | $4,784-19.7% | $4,167-7.8% | $5,982-35.8% |
| Admin fee / account holder | $118,470 | $10,130+1069.5% | $6,795+1643.4% | $11,246+953.5% |