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 | $192,110 | $105,181+82.6% | $159,436+20.5% | $85,850+123.8% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 14.54% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $6,934 | $3,318+109.0% | $4,829+43.6% | $2,565+170.3% |
| Participant deferral / active EE | $8,361 | $5,945+40.6% | $7,352+13.7% | $3,952+111.6% |
| Admin fee / account holder | $3,864 | $6,933-44.3% | $10,799-64.2% | $6,260-38.3% |