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 | $177,212 | $98,750+79.5% | $149,696+18.4% | $79,858+121.9% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.5pp |
| Annual return | 15.96% | 27.43%-11.5pp | 276.60%-260.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $5,165 | $3,216+60.6% | $4,644+11.2% | $2,471+109.0% |
| Participant deferral / active EE | $6,066 | $5,680+6.8% | $6,842-11.3% | $3,740+62.2% |
| Admin fee / account holder | $944 | $6,053-84.4% | $9,309-89.9% | $5,306-82.2% |