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 | $149,811 | $58,208+157.4% | $81,812+83.1% | $80,856+85.3% |
| Participation rate | 89.6% | 63.4%+26.2pp | 72.3%+17.2pp | 67.6%+21.9pp |
| Annual return | 17.23% | 41.66%-24.4pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,542 | $2,340+8.6% | $2,912-12.7% | $2,755-7.7% |
| Participant deferral / active EE | $6,636 | $3,281+102.3% | $4,319+53.7% | $4,296+54.5% |
| Admin fee / account holder | $4,271 | $4,981-14.3% | $7,386-42.2% | $6,918-38.3% |