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 | $123,906 | $77,503+59.9% | $100,391+23.4% | $80,856+53.2% |
| Participation rate | 89.4% | 76.9%+12.4pp | 81.5%+7.9pp | 67.6%+21.7pp |
| Annual return | 18.23% | 37.20%-19.0pp | 49.20%-31.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $5,868 | $2,801+109.5% | $3,942+48.9% | $2,755+113.0% |
| Participant deferral / active EE | $14,413 | $6,820+111.3% | $8,082+78.3% | $4,296+235.5% |
| Admin fee / account holder | $12,026 | $5,897+103.9% | $7,899+52.2% | $6,918+73.8% |