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 | $125,360 | $85,766+46.2% | $136,294-8.0% | $70,131+78.8% |
| Participation rate | 86.5% | 74.2%+12.4pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 18.42% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $4,009 | $2,966+35.2% | $4,695-14.6% | $2,342+71.2% |
| Participant deferral / active EE | $4,342 | $5,051-14.0% | $6,247-30.5% | $3,332+30.3% |
| Admin fee / account holder | $5,889 | $5,420+8.6% | $9,243-36.3% | $4,645+26.8% |