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 | $121,572 | $78,672+54.5% | $109,143+11.4% | $85,850+41.6% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.6pp |
| Annual return | 12.20% | 25.09%-12.9pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $10,871 | $2,735+297.5% | $3,722+192.1% | $2,565+323.8% |
| Participant deferral / active EE | $4,356 | $3,467+25.6% | $4,653-6.4% | $3,952+10.2% |
| Admin fee / account holder | $6,300 | $5,469+15.2% | $6,752-6.7% | $6,260+0.6% |