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 | $124,752 | $58,208+114.3% | $81,812+52.5% | $80,856+54.3% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.5pp | 67.6%+24.2pp |
| Annual return | 18.56% | 41.66%-23.1pp | 773.79%-755.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $4,916 | $2,340+110.1% | $2,912+68.8% | $2,755+78.5% |
| Participant deferral / active EE | $4,461 | $3,281+36.0% | $4,319+3.3% | $4,296+3.8% |
| Admin fee / account holder | $4,665 | $4,981-6.4% | $7,386-36.8% | $6,918-32.6% |