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 | $162,424 | $78,705+106.4% | $117,854+37.8% | $70,131+131.6% |
| Participation rate | 89.7% | 73.2%+16.5pp | 79.7%+10.0pp | 69.5%+20.1pp |
| Annual return | 17.75% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $5,172 | $2,223+132.6% | $3,786+36.6% | $2,342+120.8% |
| Participant deferral / active EE | $5,201 | $3,297+57.7% | $4,482+16.1% | $3,332+56.1% |
| Admin fee / account holder | $60,876 | $5,065+1101.8% | $8,020+659.0% | $4,645+1210.5% |