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 | $180,924 | $77,634+133.0% | $156,549+15.6% | $62,891+187.7% |
| Participation rate | 98.4% | 71.2%+27.2pp | 84.0%+14.4pp | 69.3%+29.1pp |
| Annual return | 6.76% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $9,598 | $3,444+178.7% | $5,501+74.5% | $2,281+320.8% |
| Participant deferral / active EE | $6,875 | $3,045+125.7% | $4,871+41.1% | $3,203+114.6% |
| Admin fee / account holder | $15,262 | $5,561+174.4% | $13,027+17.2% | $4,296+255.3% |