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 | $142,000 | $98,750+43.8% | $149,696-5.1% | $79,858+77.8% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 20.96% | 27.43%-6.5pp | 276.60%-255.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $4,910 | $3,216+52.6% | $4,644+5.7% | $2,471+98.7% |
| Participant deferral / active EE | $13,550 | $5,680+138.6% | $6,842+98.1% | $3,740+262.3% |
| Admin fee / account holder | $933 | $6,053-84.6% | $9,309-90.0% | $5,306-82.4% |