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 | $57,929 | $88,360-34.4% | $145,433-60.2% | $67,986-14.8% |
| Participation rate | 80.0% | 65.5%+14.5pp | 82.1%-2.1pp | 57.2%+22.8pp |
| Annual return | 28.44% | 63.15%-34.7pp | 66.58%-38.1pp | 31.67%-3.2pp |
| Employer contribution / active EE | $6,081 | $3,054+99.1% | $4,554+33.5% | $2,019+201.3% |
| Participant deferral / active EE | $13,469 | $5,932+127.0% | $7,897+70.5% | $3,358+301.1% |
| Admin fee / account holder | $7,202 | $3,313+117.4% | $13,129-45.1% | $3,203+124.8% |