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 | $174,683 | $125,758+38.9% | $169,993+2.8% | $75,163+132.4% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 15.58% | 27.20%-11.6pp | 53.37%-37.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,669 | $4,615+22.8% | $6,785-16.5% | $2,670+112.3% |
| Participant deferral / active EE | $5,836 | $6,837-14.7% | $10,408-43.9% | $4,125+41.5% |
| Admin fee / account holder | $50,334 | $8,173+515.8% | $12,815+292.8% | $5,651+790.7% |