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 | $83,227 | $48,076+73.1% | $78,689+5.8% | $62,891+32.3% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.1pp | 69.3%+28.3pp |
| Annual return | 7.89% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,788 | $2,015+187.3% | $2,851+103.1% | $2,281+153.8% |
| Participant deferral / active EE | $7,153 | $2,588+176.4% | $3,517+103.4% | $3,203+123.3% |
| Admin fee / account holder | $8,160 | $3,207+154.4% | $4,510+80.9% | $4,296+90.0% |