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 | $123,298 | $56,053+120.0% | $75,972+62.3% | $80,856+52.5% |
| Participation rate | 97.7% | 62.0%+35.6pp | 69.1%+28.6pp | 67.6%+30.0pp |
| Annual return | 18.22% | 20.53%-2.3pp | 359.55%-341.3pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,025 | $1,874+8.1% | $2,685-24.6% | $2,755-26.5% |
| Participant deferral / active EE | $2,730 | $3,052-10.6% | $4,255-35.9% | $4,296-36.5% |
| Admin fee / account holder | $7,601 | $5,234+45.2% | $6,467+17.5% | $6,918+9.9% |