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 | $133,059 | $65,409+103.4% | $98,442+35.2% | $85,850+55.0% |
| Participation rate | 85.4% | 65.0%+20.4pp | 73.3%+12.0pp | 69.3%+16.1pp |
| Annual return | 25.23% | 21.76%+3.5pp | 1492.73%-1467.5pp | 318.53%-293.3pp |
| Employer contribution / active EE | $2,130 | $2,168-1.8% | $2,960-28.1% | $2,565-17.0% |
| Participant deferral / active EE | $4,128 | $3,166+30.4% | $4,276-3.5% | $3,952+4.5% |
| Admin fee / account holder | $2,926 | $4,593-36.3% | $5,949-50.8% | $6,260-53.3% |