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 | $153,763 | $105,181+46.2% | $159,436-3.6% | $85,850+79.1% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 14.45% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,911 | $3,318+17.9% | $4,829-19.0% | $2,565+52.5% |
| Participant deferral / active EE | $9,580 | $5,945+61.1% | $7,352+30.3% | $3,952+142.4% |
| Admin fee / account holder | $10,046 | $6,933+44.9% | $10,799-7.0% | $6,260+60.5% |