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 | $150,438 | $89,753+67.6% | $107,525+39.9% | $84,808+77.4% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 13.04% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $7,876 | $3,113+153.0% | $3,754+109.8% | $2,631+199.4% |
| Participant deferral / active EE | $3,415 | $4,056-15.8% | $5,116-33.3% | $4,212-18.9% |
| Admin fee / account holder | $705 | $7,222-90.2% | $8,919-92.1% | $7,344-90.4% |