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 | $111,786 | $51,576+116.7% | $129,207-13.5% | $80,856+38.3% |
| Participation rate | 81.7% | 57.0%+24.7pp | 69.6%+12.1pp | 67.6%+14.1pp |
| Annual return | 15.11% | 20.81%-5.7pp | 9417.33%-9402.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,764 | $1,584+11.4% | $4,153-57.5% | $2,755-35.9% |
| Participant deferral / active EE | $4,742 | $2,669+77.7% | $4,168+13.8% | $4,296+10.4% |
| Admin fee / account holder | $7,851 | $4,305+82.4% | $7,715+1.8% | $6,918+13.5% |