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 | $138,524 | $58,512+136.7% | $84,015+64.9% | $72,985+89.8% |
| Participation rate | 95.7% | 61.2%+34.5pp | 69.0%+26.7pp | 69.5%+26.3pp |
| Annual return | 23.47% | 28.93%-5.5pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,132 | $1,163+83.3% | $1,983+7.5% | $2,440-12.6% |
| Participant deferral / active EE | $6,688 | $2,394+179.4% | $3,239+106.5% | $3,607+85.4% |
| Admin fee / account holder | $5,052 | $4,569+10.6% | $6,101-17.2% | $5,124-1.4% |