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 | $171,902 | $96,635+77.9% | $86,612+98.5% | $139,434+23.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 18.59% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,432 | $3,263+66.5% | $3,022+79.7% | $4,751+14.3% |
| Participant deferral / active EE | $12,263 | $4,836+153.6% | $4,438+176.3% | $6,710+82.8% |
| Admin fee / account holder | $1,770 | $6,408-72.4% | $5,614-68.5% | $11,403-84.5% |