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 | $155,038 | $76,000+104.0% | $154,107+0.6% | $64,186+141.5% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | 75.21% | 30.32%+44.9pp | 735.12%-659.9pp | 7.63%+67.6pp |
| Employer contribution / active EE | $2,372 | $3,351-29.2% | $5,298-55.2% | $2,381-0.4% |
| Participant deferral / active EE | $6,493 | $3,175+104.5% | $5,081+27.8% | $3,470+87.2% |
| Admin fee / account holder | $229,054 | $5,596+3993.0% | $13,411+1608.0% | $4,888+4586.0% |