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 | $125,813 | $59,839+110.3% | $81,983+53.5% | $79,858+57.5% |
| Participation rate | 89.1% | 61.6%+27.5pp | 69.2%+19.9pp | 69.6%+19.5pp |
| Annual return | 11.86% | 17.56%-5.7pp | 41.31%-29.4pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,457 | $1,713+160.1% | $2,498+78.4% | $2,471+80.4% |
| Participant deferral / active EE | $4,285 | $2,695+59.0% | $3,722+15.1% | $3,740+14.6% |
| Admin fee / account holder | $7,920 | $4,287+84.7% | $5,664+39.8% | $5,306+49.3% |