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 | $149,633 | $78,672+90.2% | $109,143+37.1% | $85,850+74.3% |
| Participation rate | 90.5% | 68.3%+22.2pp | 75.9%+14.6pp | 69.3%+21.2pp |
| Annual return | 16.55% | 25.09%-8.5pp | 25.75%-9.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $15,938 | $2,735+482.8% | $3,722+328.2% | $2,565+521.3% |
| Participant deferral / active EE | $2,165 | $3,467-37.6% | $4,653-53.5% | $3,952-45.2% |
| Admin fee / account holder | $2,382 | $5,469-56.5% | $6,752-64.7% | $6,260-62.0% |