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 | $164,837 | $89,753+83.7% | $107,525+53.3% | $84,808+94.4% |
| Participation rate | 97.7% | 68.1%+29.6pp | 75.1%+22.6pp | 68.3%+29.4pp |
| Annual return | 14.98% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,501 | $3,113+76.7% | $3,754+46.6% | $2,631+109.1% |
| Participant deferral / active EE | $4,496 | $4,056+10.8% | $5,116-12.1% | $4,212+6.7% |
| Admin fee / account holder | $16,155 | $7,222+123.7% | $8,919+81.1% | $7,344+120.0% |