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 | $177,693 | $102,317+73.7% | $146,958+20.9% | $80,856+119.8% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 11.99% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $11,834 | $3,713+218.7% | $4,933+139.9% | $2,755+329.6% |
| Participant deferral / active EE | $6,987 | $6,644+5.2% | $8,070-13.4% | $4,296+62.6% |
| Admin fee / account holder | $17,884 | $7,941+125.2% | $12,998+37.6% | $6,918+158.5% |