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 | $185,941 | $100,041+85.9% | $149,718+24.2% | $70,131+165.1% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.1%+4.6pp | 69.5%+22.1pp |
| Annual return | 23.32% | 27.43%-4.1pp | 1501.63%-1478.3pp | 73.14%-49.8pp |
| Employer contribution / active EE | $13,386 | $3,662+265.6% | $5,445+145.8% | $2,342+471.4% |
| Participant deferral / active EE | $14,446 | $4,983+189.9% | $6,569+119.9% | $3,332+333.6% |
| Admin fee / account holder | $641 | $8,286-92.3% | $11,283-94.3% | $4,645-86.2% |