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 | $205,833 | $109,413+88.1% | $156,263+31.7% | $84,808+142.7% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 137.20% | 20.18%+117.0pp | 59.47%+77.7pp | 40.90%+96.3pp |
| Employer contribution / active EE | $3,216 | $2,907+10.6% | $4,333-25.8% | $2,631+22.2% |
| Participant deferral / active EE | $4,631 | $4,590+0.9% | $6,158-24.8% | $4,212+9.9% |
| Admin fee / account holder | $10,363 | $9,357+10.8% | $14,255-27.3% | $7,344+41.1% |