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 | $120,828 | $102,317+18.1% | $146,958-17.8% | $80,856+49.4% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.51% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $7,184 | $3,713+93.5% | $4,933+45.6% | $2,755+160.8% |
| Participant deferral / active EE | $8,140 | $6,644+22.5% | $8,070+0.9% | $4,296+89.5% |
| Admin fee / account holder | $17,021 | $7,941+114.3% | $12,998+31.0% | $6,918+146.0% |