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 | $131,038 | $63,355+106.8% | $91,989+42.5% | $72,985+79.5% |
| Participation rate | 97.8% | 72.5%+25.3pp | 78.6%+19.2pp | 69.5%+28.3pp |
| Annual return | 26.62% | 35.35%-8.7pp | 69.02%-42.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $6,211 | $2,116+193.6% | $3,452+79.9% | $2,440+154.5% |
| Participant deferral / active EE | $10,654 | $4,883+118.2% | $5,923+79.9% | $3,607+195.3% |
| Admin fee / account holder | $12,498 | $4,668+167.7% | $7,743+61.4% | $5,124+143.9% |