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 | $111,491 | $95,416+16.8% | $185,823-40.0% | $85,850+29.9% |
| Participation rate | 90.6% | 68.8%+21.9pp | 81.7%+8.9pp | 69.3%+21.3pp |
| Annual return | 20.68% | 23.59%-2.9pp | 122.05%-101.4pp | 318.53%-297.9pp |
| Employer contribution / active EE | $5,418 | $3,314+63.5% | $5,167+4.9% | $2,565+111.2% |
| Participant deferral / active EE | $4,403 | $3,423+28.6% | $5,568-20.9% | $3,952+11.4% |
| Admin fee / account holder | $1,047 | $7,213-85.5% | $16,237-93.6% | $6,260-83.3% |