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 | $196,140 | $111,535+75.9% | $105,223+86.4% | $137,256+42.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 13.28% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $9,536 | $3,939+142.1% | $3,689+158.5% | $4,156+129.5% |
| Participant deferral / active EE | $1,643 | $5,500-70.1% | $5,072-67.6% | $6,407-74.3% |
| Admin fee / account holder | $892 | $9,721-90.8% | $8,859-89.9% | $12,270-92.7% |