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 | $101,646 | $79,944+27.1% | $98,439+3.3% | $75,163+35.2% |
| Participation rate | 89.1% | 70.4%+18.7pp | 75.2%+13.9pp | 67.2%+21.9pp |
| Annual return | 14.99% | 19.75%-4.8pp | 21.16%-6.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,049 | $2,264+78.9% | $3,048+32.8% | $2,670+51.7% |
| Participant deferral / active EE | $9,891 | $3,752+163.6% | $4,738+108.8% | $4,125+139.8% |
| Admin fee / account holder | $27,018 | $6,840+295.0% | $8,948+202.0% | $5,651+378.1% |