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 | $189,004 | $102,317+84.7% | $146,958+28.6% | $80,856+133.8% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.1pp | 67.6%+22.6pp |
| Annual return | 16.14% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,528 | $3,713+75.8% | $4,933+32.3% | $2,755+137.0% |
| Participant deferral / active EE | $7,451 | $6,644+12.2% | $8,070-7.7% | $4,296+73.5% |
| Admin fee / account holder | $2,641 | $7,941-66.7% | $12,998-79.7% | $6,918-61.8% |