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 | $188,802 | $102,317+84.5% | $146,958+28.5% | $80,856+133.5% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 15.51% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,672 | $3,713-28.0% | $4,933-45.8% | $2,755-3.0% |
| Participant deferral / active EE | $11,736 | $6,644+76.6% | $8,070+45.4% | $4,296+173.2% |
| Admin fee / account holder | $20,105 | $7,941+153.2% | $12,998+54.7% | $6,918+190.6% |