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 | $123,301 | $105,181+17.2% | $159,436-22.7% | $85,850+43.6% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.5pp |
| Annual return | 16.86% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $7,957 | $3,318+139.8% | $4,829+64.8% | $2,565+210.2% |
| Participant deferral / active EE | $6,838 | $5,945+15.0% | $7,352-7.0% | $3,952+73.0% |
| Admin fee / account holder | $15,731 | $6,933+126.9% | $10,799+45.7% | $6,260+151.3% |