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 | $135,677 | $100,773+34.6% | $88,946+52.5% | $142,382-4.7% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 15.00% | 70.18%-55.2pp | 57.82%-42.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $14,586 | $2,918+399.9% | $2,555+470.9% | $4,299+239.3% |
| Participant deferral / active EE | $19,429 | $5,230+271.5% | $4,581+324.1% | $6,507+198.6% |
| Admin fee / account holder | $99,946 | $9,693+931.1% | $8,261+1109.9% | $12,624+691.7% |