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 | $161,248 | $99,652+61.8% | $78,778+104.7% | $147,584+9.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 18.45% | 47.28%-28.8pp | 35.62%-17.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,658 | $2,796+30.8% | $1,986+84.2% | $4,876-25.0% |
| Participant deferral / active EE | $8,942 | $3,664+144.1% | $2,958+202.3% | $5,439+64.4% |
| Admin fee / account holder | $1,804 | $7,155-74.8% | $5,134-64.9% | $10,885-83.4% |