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 | $189,953 | $86,286+120.1% | $111,297+70.7% | $85,850+121.3% |
| Participation rate | 88.8% | 73.3%+15.4pp | 77.3%+11.4pp | 69.3%+19.4pp |
| Annual return | 12.84% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $711 | $2,043-65.2% | $2,731-74.0% | $2,565-72.3% |
| Participant deferral / active EE | $6,176 | $3,641+69.6% | $4,487+37.6% | $3,952+56.3% |
| Admin fee / account holder | $20,177 | $8,188+146.4% | $7,964+153.4% | $6,260+222.3% |