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 | $111,846 | $54,705+104.5% | $71,209+57.1% | $84,808+31.9% |
| Participation rate | 76.9% | 64.1%+12.9pp | 73.8%+3.2pp | 68.3%+8.6pp |
| Annual return | 14.28% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,807 | $2,158+30.1% | $2,721+3.2% | $2,631+6.7% |
| Participant deferral / active EE | $7,211 | $3,030+137.9% | $4,175+72.7% | $4,212+71.2% |
| Admin fee / account holder | $23,653 | $4,863+386.3% | $5,349+342.2% | $7,344+222.1% |