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 | $119,199 | $81,208+46.8% | $98,907+20.5% | $79,858+49.3% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 69.6%+27.5pp |
| Annual return | 38.92% | 60.99%-22.1pp | 196.43%-157.5pp | 31.71%+7.2pp |
| Employer contribution / active EE | $6,281 | $1,960+220.5% | $2,689+133.6% | $2,471+154.2% |
| Participant deferral / active EE | $7,103 | $3,265+117.5% | $4,244+67.4% | $3,740+89.9% |
| Admin fee / account holder | $2,544 | $6,013-57.7% | $6,642-61.7% | $5,306-52.1% |