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 | $160,825 | $99,985+60.8% | $146,665+9.7% | $85,850+87.3% |
| Participation rate | 97.3% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 12.74% | 18.93%-6.2pp | 22.74%-10.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $6,714 | $2,559+162.4% | $4,136+62.3% | $2,565+161.7% |
| Participant deferral / active EE | $6,375 | $4,006+59.1% | $5,506+15.8% | $3,952+61.3% |
| Admin fee / account holder | $13,406 | $7,702+74.1% | $10,280+30.4% | $6,260+114.2% |