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 | $176,919 | $78,672+124.9% | $109,143+62.1% | $85,850+106.1% |
| Participation rate | 82.8% | 68.3%+14.5pp | 75.9%+6.9pp | 69.3%+13.4pp |
| Annual return | 16.39% | 25.09%-8.7pp | 25.75%-9.4pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,863 | $2,735+4.7% | $3,722-23.1% | $2,565+11.6% |
| Participant deferral / active EE | $6,554 | $3,467+89.0% | $4,653+40.9% | $3,952+65.9% |
| Admin fee / account holder | $1,098 | $5,469-79.9% | $6,752-83.7% | $6,260-82.5% |