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 | $188,327 | $102,604+83.5% | $86,188+118.5% | $139,434+35.1% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 15.90% | 1922.51%-1906.6pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,060 | $3,032+33.9% | $2,380+70.6% | $4,751-14.5% |
| Participant deferral / active EE | $7,843 | $4,676+67.7% | $3,985+96.8% | $6,710+16.9% |
| Admin fee / account holder | $1,892 | $8,657-78.1% | $6,852-72.4% | $11,403-83.4% |