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 | $214,040 | $102,317+109.2% | $146,958+45.6% | $80,856+164.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 15.00% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $22,115 | $3,713+495.6% | $4,933+348.3% | $2,755+702.8% |
| Participant deferral / active EE | $9,345 | $6,644+40.7% | $8,070+15.8% | $4,296+117.5% |
| Admin fee / account holder | $1,876 | $7,941-76.4% | $12,998-85.6% | $6,918-72.9% |