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 | $224,529 | $159,901+40.4% | $146,958+52.8% | $145,922+53.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.87% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,027 | $5,286-61.7% | $4,933-58.9% | $4,660-56.5% |
| Participant deferral / active EE | $7,590 | $8,428-9.9% | $8,070-5.9% | $6,688+13.5% |
| Admin fee / account holder | $132,685 | $15,044+782.0% | $12,998+920.8% | $13,397+890.4% |