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 | $207,601 | $100,041+107.5% | $149,718+38.7% | $70,131+196.0% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.3pp | 69.5%+27.8pp |
| Annual return | 17.66% | 27.43%-9.8pp | 1501.63%-1484.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $4,771 | $3,662+30.3% | $5,445-12.4% | $2,342+103.7% |
| Participant deferral / active EE | $9,215 | $4,983+85.0% | $6,569+40.3% | $3,332+176.6% |
| Admin fee / account holder | $23,895 | $8,286+188.4% | $11,283+111.8% | $4,645+414.4% |