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 | $124,888 | $81,208+53.8% | $98,907+26.3% | $79,858+56.4% |
| Participation rate | 95.9% | 72.5%+23.4pp | 76.0%+19.9pp | 69.6%+26.3pp |
| Annual return | 14.98% | 60.99%-46.0pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $5,083 | $1,960+159.4% | $2,689+89.0% | $2,471+105.7% |
| Participant deferral / active EE | $5,766 | $3,265+76.6% | $4,244+35.8% | $3,740+54.2% |
| Admin fee / account holder | $15,895 | $6,013+164.3% | $6,642+139.3% | $5,306+199.5% |