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 | $186,304 | $65,561+184.2% | $86,188+116.2% | $75,163+147.9% |
| Participation rate | 74.4% | 60.5%+13.9pp | 69.0%+5.5pp | 67.2%+7.2pp |
| Annual return | 15.95% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,936 | $1,553+89.1% | $2,380+23.3% | $2,670+10.0% |
| Participant deferral / active EE | $6,112 | $3,024+102.1% | $3,985+53.4% | $4,125+48.2% |
| Admin fee / account holder | $2,130 | $5,474-61.1% | $6,852-68.9% | $5,651-62.3% |