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 | $177,441 | $105,181+68.7% | $159,436+11.3% | $85,850+106.7% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 13.64% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,884 | $3,318-43.2% | $4,829-61.0% | $2,565-26.6% |
| Participant deferral / active EE | $10,814 | $5,945+81.9% | $7,352+47.1% | $3,952+173.6% |
| Admin fee / account holder | $60,034 | $6,933+765.9% | $10,799+456.0% | $6,260+859.0% |