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 | $173,928 | $77,899+123.3% | $149,673+16.2% | $75,163+131.4% |
| Participation rate | 82.0% | 65.6%+16.4pp | 78.8%+3.2pp | 67.2%+14.8pp |
| Annual return | 18.34% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,224 | $3,137+34.6% | $4,818-12.3% | $2,670+58.2% |
| Participant deferral / active EE | $4,524 | $3,411+32.6% | $5,680-20.3% | $4,125+9.7% |
| Admin fee / account holder | $2,598 | $5,956-56.4% | $13,210-80.3% | $5,651-54.0% |