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 | $142,071 | $61,774+130.0% | $97,226+46.1% | $80,856+75.7% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.6%+29.3pp |
| Annual return | 12.48% | -557.90%+570.4pp | 75.13%-62.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $10,988 | $1,837+498.3% | $2,729+302.7% | $2,755+298.9% |
| Participant deferral / active EE | $7,035 | $3,029+132.3% | $4,264+65.0% | $4,296+63.8% |
| Admin fee / account holder | $2,501 | $5,166-51.6% | $5,654-55.8% | $6,918-63.9% |