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 | $161,094 | $105,181+53.2% | $159,436+1.0% | $85,850+87.6% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 20.86% | 45.07%-24.2pp | 263.57%-242.7pp | 318.53%-297.7pp |
| Employer contribution / active EE | $2,858 | $3,318-13.9% | $4,829-40.8% | $2,565+11.4% |
| Participant deferral / active EE | $9,553 | $5,945+60.7% | $7,352+29.9% | $3,952+141.8% |
| Admin fee / account holder | $11,361 | $6,933+63.9% | $10,799+5.2% | $6,260+81.5% |