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 | $244,565 | $102,317+139.0% | $146,958+66.4% | $80,856+202.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 15.69% | 134.76%-119.1pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,584 | $3,713+104.2% | $4,933+53.7% | $2,755+175.3% |
| Participant deferral / active EE | $7,003 | $6,644+5.4% | $8,070-13.2% | $4,296+63.0% |
| Admin fee / account holder | $5,133 | $7,941-35.4% | $12,998-60.5% | $6,918-25.8% |