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 | $120,062 | $65,395+83.6% | $182,532-34.2% | $72,985+64.5% |
| Participation rate | 93.1% | 65.4%+27.7pp | 78.0%+15.1pp | 69.5%+23.6pp |
| Annual return | 18.89% | 27.68%-8.8pp | 148.54%-129.6pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,519 | $1,911+31.8% | $4,076-38.2% | $2,440+3.2% |
| Participant deferral / active EE | $7,955 | $3,563+123.3% | $5,524+44.0% | $3,607+120.5% |
| Admin fee / account holder | $42,172 | $4,245+893.5% | $8,592+390.8% | $5,124+723.0% |