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 | $130,080 | $102,317+27.1% | $146,958-11.5% | $80,856+60.9% |
| Participation rate | 94.4% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 12.32% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,678 | $3,713+26.0% | $4,933-5.2% | $2,755+69.8% |
| Participant deferral / active EE | $6,485 | $6,644-2.4% | $8,070-19.6% | $4,296+51.0% |
| Admin fee / account holder | $11,896 | $7,941+49.8% | $12,998-8.5% | $6,918+72.0% |