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 | $140,582 | $90,348+55.6% | $75,972+85.0% | $145,922-3.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 21.09% | 620.88%-599.8pp | 359.55%-338.5pp | 561.29%-540.2pp |
| Employer contribution / active EE | $3,123 | $3,311-5.7% | $2,685+16.3% | $4,660-33.0% |
| Participant deferral / active EE | $7,787 | $5,162+50.9% | $4,255+83.0% | $6,688+16.4% |
| Admin fee / account holder | $13,521 | $8,467+59.7% | $6,467+109.1% | $13,397+0.9% |