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 | $132,227 | $45,073+193.4% | $69,455+90.4% | $72,985+81.2% |
| Participation rate | 98.6% | 68.5%+30.1pp | 74.6%+23.9pp | 69.5%+29.1pp |
| Annual return | 19.35% | 22.65%-3.3pp | 28.97%-9.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $3,138 | $2,054+52.8% | $2,779+12.9% | $2,440+28.6% |
| Participant deferral / active EE | $5,414 | $2,602+108.1% | $3,535+53.1% | $3,607+50.1% |
| Admin fee / account holder | $5,070 | $3,056+65.9% | $3,839+32.0% | $5,124-1.1% |