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 | $145,884 | $105,181+38.7% | $159,436-8.5% | $85,850+69.9% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 13.58% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,064 | $3,318+52.6% | $4,829+4.9% | $2,565+97.4% |
| Participant deferral / active EE | $10,190 | $5,945+71.4% | $7,352+38.6% | $3,952+157.9% |
| Admin fee / account holder | $15,865 | $6,933+128.8% | $10,799+46.9% | $6,260+153.4% |