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 | $181,421 | $102,317+77.3% | $146,958+23.5% | $80,856+124.4% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 17.39% | 134.76%-117.4pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $5,516 | $3,713+48.5% | $4,933+11.8% | $2,755+100.2% |
| Participant deferral / active EE | $8,603 | $6,644+29.5% | $8,070+6.6% | $4,296+100.3% |
| Admin fee / account holder | $2,849 | $7,941-64.1% | $12,998-78.1% | $6,918-58.8% |