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 | $237,733 | $102,317+132.3% | $146,958+61.8% | $80,856+194.0% |
| Participation rate | 96.4% | 75.8%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 26.98% | 134.76%-107.8pp | 418.34%-391.4pp | 35.59%-8.6pp |
| Employer contribution / active EE | $3,197 | $3,713-13.9% | $4,933-35.2% | $2,755+16.0% |
| Participant deferral / active EE | $7,325 | $6,644+10.3% | $8,070-9.2% | $4,296+70.5% |
| Admin fee / account holder | $27,090 | $7,941+241.1% | $12,998+108.4% | $6,918+291.6% |