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 | $124,761 | $109,881+13.5% | $150,045-16.9% | $84,808+47.1% |
| Participation rate | 98.0% | 76.1%+22.0pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 17.47% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $6,016 | $3,561+68.9% | $4,693+28.2% | $2,631+128.7% |
| Participant deferral / active EE | $15,871 | $6,636+139.2% | $7,997+98.5% | $4,212+276.8% |
| Admin fee / account holder | $11,086 | $8,568+29.4% | $13,435-17.5% | $7,344+51.0% |