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 | $184,056 | $102,317+79.9% | $146,958+25.2% | $80,856+127.6% |
| Participation rate | 83.1% | 75.8%+7.2pp | 82.2%+0.9pp | 67.6%+15.4pp |
| Annual return | 13.76% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,982 | $3,713+34.2% | $4,933+1.0% | $2,755+80.8% |
| Participant deferral / active EE | $9,913 | $6,644+49.2% | $8,070+22.8% | $4,296+130.8% |
| Admin fee / account holder | $39,736 | $7,941+400.4% | $12,998+205.7% | $6,918+474.4% |