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 | $183,943 | $111,535+64.9% | $105,223+74.8% | $137,256+34.0% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 80.0%+7.0pp |
| Annual return | 16.98% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,658 | $3,939+69.0% | $3,689+80.5% | $4,156+60.2% |
| Participant deferral / active EE | $10,943 | $5,500+99.0% | $5,072+115.8% | $6,407+70.8% |
| Admin fee / account holder | $11,315 | $9,721+16.4% | $8,859+27.7% | $12,270-7.8% |