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 | $105,932 | $54,705+93.6% | $71,209+48.8% | $84,808+24.9% |
| Participation rate | 82.4% | 64.1%+18.3pp | 73.8%+8.6pp | 68.3%+14.0pp |
| Annual return | 17.58% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,343 | $2,158+54.9% | $2,721+22.9% | $2,631+27.1% |
| Participant deferral / active EE | $5,311 | $3,030+75.3% | $4,175+27.2% | $4,212+26.1% |
| Admin fee / account holder | $37,595 | $4,863+673.0% | $5,349+602.9% | $7,344+411.9% |