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 | $158,065 | $102,317+54.5% | $146,958+7.6% | $80,856+95.5% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 12.06% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,518 | $3,713-5.2% | $4,933-28.7% | $2,755+27.7% |
| Participant deferral / active EE | $12,444 | $6,644+87.3% | $8,070+54.2% | $4,296+189.7% |
| Admin fee / account holder | $33,796 | $7,941+325.6% | $12,998+160.0% | $6,918+388.5% |