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 | $136,584 | $78,705+73.5% | $117,854+15.9% | $70,131+94.8% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.5pp | 69.5%+27.6pp |
| Annual return | 15.70% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $4,591 | $2,223+106.5% | $3,786+21.2% | $2,342+96.0% |
| Participant deferral / active EE | $6,483 | $3,297+96.6% | $4,482+44.7% | $3,332+94.6% |
| Admin fee / account holder | $6,798 | $5,065+34.2% | $8,020-15.2% | $4,645+46.3% |