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 | $140,006 | $91,538+52.9% | $129,995+7.7% | $75,163+86.3% |
| Participation rate | 91.7% | 71.4%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 19.39% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $6,131 | $2,845+115.5% | $4,320+41.9% | $2,670+129.6% |
| Participant deferral / active EE | $12,838 | $4,341+195.7% | $5,820+120.6% | $4,125+211.2% |
| Admin fee / account holder | $22,690 | $6,790+234.2% | $10,614+113.8% | $5,651+301.5% |