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 4-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 | $123,731 | $73,933+67.4% | $96,683+28.0% | $75,163+64.6% |
| Participation rate | 85.0% | 66.4%+18.6pp | 74.3%+10.7pp | 67.2%+17.8pp |
| Annual return | 18.35% | 26.70%-8.4pp | 35.69%-17.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,091 | $2,928+73.9% | $3,737+36.2% | $2,670+90.7% |
| Participant deferral / active EE | $10,767 | $3,659+194.3% | $4,878+120.7% | $4,125+161.0% |
| Admin fee / account holder | $16,577 | $5,216+217.8% | $6,730+146.3% | $5,651+193.4% |