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 | $180,773 | $111,754+61.8% | $103,333+74.9% | $145,922+23.9% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 10.45% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $11,535 | $4,212+173.8% | $3,868+198.2% | $4,660+147.6% |
| Participant deferral / active EE | $7,150 | $5,619+27.2% | $5,057+41.4% | $6,688+6.9% |
| Admin fee / account holder | $41,411 | $9,750+324.7% | $8,355+395.7% | $13,397+209.1% |