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 | $153,981 | $102,317+50.5% | $146,958+4.8% | $80,856+90.4% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 20.20% | 134.76%-114.6pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $15,943 | $3,713+329.4% | $4,933+223.2% | $2,755+478.7% |
| Participant deferral / active EE | $16,674 | $6,644+151.0% | $8,070+106.6% | $4,296+288.2% |
| Admin fee / account holder | $4,804 | $7,941-39.5% | $12,998-63.0% | $6,918-30.6% |