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 | $92,527 | $183,963-49.7% | $162,163-42.9% | $152,861-39.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 19.27% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $7,830 | $6,371+22.9% | $5,614+39.5% | $4,762+64.4% |
| Participant deferral / active EE | $16,448 | $8,034+104.7% | $7,298+125.4% | $5,850+181.2% |
| Admin fee / account holder | $104,123 | $13,121+693.5% | $10,843+860.3% | $11,596+797.9% |