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 | $179,513 | $78,422+128.9% | $95,952+87.1% | $79,858+124.8% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 18.16% | 19.37%-1.2pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,952 | $1,945+103.2% | $2,541+55.5% | $2,471+59.9% |
| Participant deferral / active EE | $10,522 | $3,440+205.9% | $4,167+152.5% | $3,740+181.3% |
| Admin fee / account holder | $16,876 | $5,622+200.2% | $6,795+148.3% | $5,306+218.0% |