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 | $167,091 | $102,317+63.3% | $146,958+13.7% | $80,856+106.7% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 23.66% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-11.9pp |
| Employer contribution / active EE | $5,205 | $3,713+40.2% | $4,933+5.5% | $2,755+88.9% |
| Participant deferral / active EE | $12,439 | $6,644+87.2% | $8,070+54.1% | $4,296+189.6% |
| Admin fee / account holder | $7,434 | $7,941-6.4% | $12,998-42.8% | $6,918+7.5% |