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 | $154,106 | $91,538+68.4% | $129,995+18.5% | $75,163+105.0% |
| Participation rate | 97.6% | 71.4%+26.2pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 18.60% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $8,231 | $2,845+189.3% | $4,320+90.6% | $2,670+208.3% |
| Participant deferral / active EE | $7,877 | $4,341+81.4% | $5,820+35.3% | $4,125+90.9% |
| Admin fee / account holder | $1,610 | $6,790-76.3% | $10,614-84.8% | $5,651-71.5% |