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 | $141,795 | $98,750+43.6% | $149,696-5.3% | $79,858+77.6% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 17.79% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $9,280 | $3,216+188.5% | $4,644+99.8% | $2,471+275.6% |
| Participant deferral / active EE | $7,267 | $5,680+27.9% | $6,842+6.2% | $3,740+94.3% |
| Admin fee / account holder | $2,700 | $6,053-55.4% | $9,309-71.0% | $5,306-49.1% |