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 | $161,528 | $70,669+128.6% | $169,368-4.6% | $75,163+114.9% |
| Participation rate | 88.0% | 64.8%+23.2pp | 77.1%+10.9pp | 67.2%+20.8pp |
| Annual return | 19.79% | 36.36%-16.6pp | 405.60%-385.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $867 | $2,211-60.8% | $4,013-78.4% | $2,670-67.5% |
| Participant deferral / active EE | $6,545 | $4,311+51.8% | $6,221+5.2% | $4,125+58.7% |
| Admin fee / account holder | $723 | $5,402-86.6% | $9,003-92.0% | $5,651-87.2% |