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 | $181,403 | $85,766+111.5% | $136,294+33.1% | $70,131+158.7% |
| Participation rate | 96.7% | 74.2%+22.6pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 35.91% | 31.45%+4.5pp | 5155.94%-5120.0pp | 73.14%-37.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $14,951 | $5,051+196.0% | $6,247+139.3% | $3,332+348.8% |
| Admin fee / account holder | $22,629 | $5,420+317.5% | $9,243+144.8% | $4,645+387.1% |