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 | $162,787 | $102,317+59.1% | $146,958+10.8% | $80,856+101.3% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.2%+8.6pp | 67.6%+23.2pp |
| Annual return | 14.52% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,097 | $3,713+10.3% | $4,933-17.0% | $2,755+48.7% |
| Participant deferral / active EE | $8,029 | $6,644+20.9% | $8,070-0.5% | $4,296+86.9% |
| Admin fee / account holder | $5,053 | $7,941-36.4% | $12,998-61.1% | $6,918-27.0% |