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 | $160,303 | $83,902+91.1% | $167,512-4.3% | $84,808+89.0% |
| Participation rate | 98.0% | 66.5%+31.6pp | 77.1%+21.0pp | 68.3%+29.7pp |
| Annual return | 15.40% | 91.55%-76.1pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,776 | $2,264+22.6% | $3,882-28.5% | $2,631+5.5% |
| Participant deferral / active EE | $8,449 | $4,442+90.2% | $6,405+31.9% | $4,212+100.6% |
| Admin fee / account holder | $4,582 | $7,915-42.1% | $9,769-53.1% | $7,344-37.6% |