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 | $169,100 | $107,334+57.5% | $92,893+82.0% | $152,861+10.6% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 21.98% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,169 | $4,221-48.6% | $3,653-40.6% | $4,762-54.5% |
| Participant deferral / active EE | $4,855 | $4,845+0.2% | $4,236+14.6% | $5,850-17.0% |
| Admin fee / account holder | $33,456 | $7,079+372.6% | $5,794+477.4% | $11,596+188.5% |