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 | $210,474 | $105,181+100.1% | $159,436+32.0% | $85,850+145.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 13.54% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,821 | $3,318+15.1% | $4,829-20.9% | $2,565+49.0% |
| Participant deferral / active EE | $8,152 | $5,945+37.1% | $7,352+10.9% | $3,952+106.3% |
| Admin fee / account holder | $32,586 | $6,933+370.0% | $10,799+201.8% | $6,260+420.6% |