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 | $114,607 | $64,324+78.2% | $118,925-3.6% | $79,858+43.5% |
| Participation rate | 96.2% | 64.9%+31.4pp | 75.4%+20.8pp | 69.6%+26.6pp |
| Annual return | 12.20% | 86.45%-74.2pp | 35.88%-23.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,697 | $1,836+155.8% | $3,263+44.0% | $2,471+90.1% |
| Participant deferral / active EE | $4,951 | $2,824+75.3% | $4,265+16.1% | $3,740+32.4% |
| Admin fee / account holder | $6,754 | $4,040+67.2% | $6,581+2.6% | $5,306+27.3% |