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 | $157,876 | $99,020+59.4% | $86,590+82.3% | $147,584+7.0% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 13.67% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,217 | $3,132-29.2% | $2,839-21.9% | $4,876-54.5% |
| Participant deferral / active EE | $10,626 | $3,972+167.5% | $3,609+194.5% | $5,439+95.4% |
| Admin fee / account holder | $10,613 | $5,710+85.9% | $4,906+116.3% | $10,885-2.5% |