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 | $150,814 | $74,888+101.4% | $71,209+111.8% | $142,382+5.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 18.83% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,503 | $2,854+57.7% | $2,721+65.5% | $4,299+4.7% |
| Participant deferral / active EE | $8,925 | $4,454+100.4% | $4,175+113.8% | $6,507+37.2% |
| Admin fee / account holder | $13,028 | $5,568+134.0% | $5,349+143.6% | $12,624+3.2% |