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 | $127,415 | $74,888+70.1% | $71,209+78.9% | $142,382-10.5% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 15.90% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,137 | $2,854+150.0% | $2,721+162.3% | $4,299+66.0% |
| Participant deferral / active EE | $11,188 | $4,454+151.2% | $4,175+168.0% | $6,507+71.9% |
| Admin fee / account holder | $12,529 | $5,568+125.0% | $5,349+134.2% | $12,624-0.7% |