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 | $167,249 | $105,181+59.0% | $159,436+4.9% | $85,850+94.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.4pp | 69.3%+21.9pp |
| Annual return | 14.53% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $7,245 | $3,318+118.3% | $4,829+50.0% | $2,565+182.4% |
| Participant deferral / active EE | $6,965 | $5,945+17.2% | $7,352-5.3% | $3,952+76.2% |
| Admin fee / account holder | $546 | $6,933-92.1% | $10,799-94.9% | $6,260-91.3% |