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 | $132,092 | $78,672+67.9% | $109,143+21.0% | $85,850+53.9% |
| Participation rate | 97.6% | 68.3%+29.3pp | 75.9%+21.7pp | 69.3%+28.2pp |
| Annual return | 14.31% | 25.09%-10.8pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $7,825 | $2,735+186.1% | $3,722+110.2% | $2,565+205.1% |
| Participant deferral / active EE | $8,652 | $3,467+149.5% | $4,653+85.9% | $3,952+118.9% |
| Admin fee / account holder | $2,051 | $5,469-62.5% | $6,752-69.6% | $6,260-67.2% |