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 | $146,554 | $99,020+48.0% | $86,590+69.3% | $147,584-0.7% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 22.69% | 1312.34%-1289.6pp | 964.84%-942.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $7,690 | $3,132+145.5% | $2,839+170.8% | $4,876+57.7% |
| Participant deferral / active EE | $9,724 | $3,972+144.8% | $3,609+169.5% | $5,439+78.8% |
| Admin fee / account holder | $1,253 | $5,710-78.1% | $4,906-74.5% | $10,885-88.5% |