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 | $167,780 | $126,574+32.6% | $106,213+58.0% | $145,922+15.0% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+8.0pp |
| Annual return | 11.24% | 224.79%-213.6pp | 116.14%-104.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $15,413 | $3,730+313.2% | $3,171+386.0% | $4,660+230.8% |
| Participant deferral / active EE | $8,393 | $5,724+46.6% | $5,016+67.3% | $6,688+25.5% |
| Admin fee / account holder | $54,035 | $17,304+212.3% | $11,033+389.8% | $13,397+303.3% |