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 | $190,155 | $65,409+190.7% | $98,442+93.2% | $85,850+121.5% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.4pp |
| Annual return | 18.07% | 21.76%-3.7pp | 1492.73%-1474.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,499 | $2,168+15.3% | $2,960-15.6% | $2,565-2.6% |
| Participant deferral / active EE | $9,992 | $3,166+215.6% | $4,276+133.7% | $3,952+152.8% |
| Admin fee / account holder | $4,048 | $4,593-11.9% | $5,949-32.0% | $6,260-35.3% |