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 | $136,888 | $96,305+42.1% | $80,569+69.9% | $139,434-1.8% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 14.97% | 1350.08%-1335.1pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,518 | $3,262-22.8% | $2,723-7.5% | $4,751-47.0% |
| Participant deferral / active EE | $6,743 | $5,232+28.9% | $4,447+51.6% | $6,710+0.5% |
| Admin fee / account holder | $26,385 | $6,599+299.9% | $5,377+390.7% | $11,403+131.4% |