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 | $97,676 | $72,492+34.7% | $87,100+12.1% | $72,985+33.8% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 19.92% | 24.46%-4.5pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,071 | $1,894+62.2% | $2,521+21.8% | $2,440+25.9% |
| Participant deferral / active EE | $5,839 | $3,270+78.6% | $4,049+44.2% | $3,607+61.9% |
| Admin fee / account holder | $15,221 | $5,055+201.1% | $7,497+103.0% | $5,124+197.0% |