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 | $150,181 | $85,202+76.3% | $172,739-13.1% | $72,985+105.8% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 19.33% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $14,012 | $3,324+321.5% | $5,143+172.4% | $2,440+474.3% |
| Participant deferral / active EE | $6,324 | $3,260+94.0% | $5,198+21.7% | $3,607+75.3% |
| Admin fee / account holder | $13,657 | $5,884+132.1% | $13,954-2.1% | $5,124+166.5% |