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 | $186,441 | $95,416+95.4% | $185,823+0.3% | $85,850+117.2% |
| Participation rate | 82.4% | 68.8%+13.7pp | 81.7%+0.7pp | 69.3%+13.1pp |
| Annual return | 15.10% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $5,876 | $3,314+77.3% | $5,167+13.7% | $2,565+129.1% |
| Participant deferral / active EE | $4,708 | $3,423+37.5% | $5,568-15.4% | $3,952+19.1% |
| Admin fee / account holder | $9,884 | $7,213+37.0% | $16,237-39.1% | $6,260+57.9% |