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 | $139,540 | $89,753+55.5% | $107,525+29.8% | $84,808+64.5% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.7pp |
| Annual return | 16.92% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $10,102 | $3,113+224.5% | $3,754+169.1% | $2,631+284.0% |
| Participant deferral / active EE | $7,916 | $4,056+95.2% | $5,116+54.7% | $4,212+88.0% |
| Admin fee / account holder | $24,344 | $7,222+237.1% | $8,919+173.0% | $7,344+231.5% |