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 | $175,737 | $83,902+109.5% | $167,512+4.9% | $84,808+107.2% |
| Participation rate | 77.2% | 66.5%+10.7pp | 77.1%+0.1pp | 68.3%+8.9pp |
| Annual return | 15.22% | 91.55%-76.3pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,845 | $2,264+25.7% | $3,882-26.7% | $2,631+8.1% |
| Participant deferral / active EE | $7,969 | $4,442+79.4% | $6,405+24.4% | $4,212+89.2% |
| Admin fee / account holder | $7,135 | $7,915-9.9% | $9,769-27.0% | $7,344-2.8% |