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 | $110,023 | $63,346+73.7% | $92,233+19.3% | $70,131+56.9% |
| Participation rate | 93.5% | 68.7%+24.8pp | 76.5%+17.0pp | 69.5%+23.9pp |
| Annual return | 18.47% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $5,371 | $2,471+117.4% | $3,679+46.0% | $2,342+129.3% |
| Participant deferral / active EE | $4,523 | $2,854+58.5% | $3,897+16.1% | $3,332+35.8% |
| Admin fee / account holder | $6,705 | $3,840+74.6% | $5,194+29.1% | $4,645+44.3% |