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 | $161,923 | $104,907+54.3% | $84,611+91.4% | $152,861+5.9% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 19.07% | 373.79%-354.7pp | 258.74%-239.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,654 | $3,302+10.7% | $2,652+37.8% | $4,762-23.3% |
| Participant deferral / active EE | $10,241 | $4,688+118.5% | $3,899+162.7% | $5,850+75.1% |
| Admin fee / account holder | $1,243 | $6,241-80.1% | $4,912-74.7% | $11,596-89.3% |