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 | $144,975 | $125,758+15.3% | $169,993-14.7% | $75,163+92.9% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.0%+0.9pp | 67.2%+20.7pp |
| Annual return | 21.09% | 27.20%-6.1pp | 53.37%-32.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $7,825 | $4,615+69.6% | $6,785+15.3% | $2,670+193.1% |
| Participant deferral / active EE | $16,631 | $6,837+143.2% | $10,408+59.8% | $4,125+303.2% |
| Admin fee / account holder | $11,969 | $8,173+46.4% | $12,815-6.6% | $5,651+111.8% |