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 | $137,373 | $70,475+94.9% | $100,516+36.7% | $79,858+72.0% |
| Participation rate | 89.2% | 73.7%+15.5pp | 79.4%+9.8pp | 69.6%+19.6pp |
| Annual return | 17.36% | 21.90%-4.5pp | 30.89%-13.5pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,003 | $2,165+38.7% | $3,418-12.1% | $2,471+21.5% |
| Participant deferral / active EE | $8,195 | $5,181+58.2% | $6,270+30.7% | $3,740+119.1% |
| Admin fee / account holder | $12,108 | $4,478+170.4% | $8,081+49.8% | $5,306+128.2% |