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 | $148,103 | $89,355+65.7% | $141,162+4.9% | $72,985+102.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 25.56% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,814 | $3,114+22.4% | $4,735-19.5% | $2,440+56.3% |
| Participant deferral / active EE | $8,070 | $5,418+48.9% | $6,709+20.3% | $3,607+123.7% |
| Admin fee / account holder | $679 | $5,958-88.6% | $10,261-93.4% | $5,124-86.8% |