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 | $130,511 | $105,181+24.1% | $159,436-18.1% | $85,850+52.0% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.8%+9.3pp | 69.3%+22.8pp |
| Annual return | 24.77% | 45.07%-20.3pp | 263.57%-238.8pp | 318.53%-293.8pp |
| Employer contribution / active EE | $5,741 | $3,318+73.0% | $4,829+18.9% | $2,565+123.8% |
| Participant deferral / active EE | $5,869 | $5,945-1.3% | $7,352-20.2% | $3,952+48.5% |
| Admin fee / account holder | $5,924 | $6,933-14.6% | $10,799-45.1% | $6,260-5.4% |