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 | $183,043 | $85,202+114.8% | $172,739+6.0% | $72,985+150.8% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 28.20% | 27.32%+0.9pp | 802.84%-774.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $3,223 | $3,324-3.0% | $5,143-37.3% | $2,440+32.1% |
| Participant deferral / active EE | $5,936 | $3,260+82.1% | $5,198+14.2% | $3,607+64.5% |
| Admin fee / account holder | $2,135 | $5,884-63.7% | $13,954-84.7% | $5,124-58.3% |