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 | $130,429 | $89,355+46.0% | $141,162-7.6% | $72,985+78.7% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 20.62% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,596 | $3,114-48.8% | $4,735-66.3% | $2,440-34.6% |
| Participant deferral / active EE | $9,630 | $5,418+77.7% | $6,709+43.5% | $3,607+167.0% |
| Admin fee / account holder | $661 | $5,958-88.9% | $10,261-93.6% | $5,124-87.1% |