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 | $161,404 | $93,571+72.5% | $135,903+18.8% | $75,163+114.7% |
| Participation rate | 78.7% | 75.2%+3.5pp | 81.9%-3.2pp | 67.2%+11.5pp |
| Annual return | 15.59% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $6,329 | $3,537+78.9% | $4,856+30.3% | $2,670+137.0% |
| Participant deferral / active EE | $8,734 | $6,404+36.4% | $7,758+12.6% | $4,125+111.7% |
| Admin fee / account holder | $27,917 | $6,975+300.2% | $10,762+159.4% | $5,651+394.0% |