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 | $148,906 | $77,899+91.2% | $149,673-0.5% | $75,163+98.1% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 16.59% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $6,125 | $3,137+95.2% | $4,818+27.1% | $2,670+129.4% |
| Participant deferral / active EE | $6,884 | $3,411+101.8% | $5,680+21.2% | $4,125+66.9% |
| Admin fee / account holder | $15,551 | $5,956+161.1% | $13,210+17.7% | $5,651+175.2% |