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 | $118,034 | $56,897+107.5% | $84,750+39.3% | $62,891+87.7% |
| Participation rate | 98.5% | 68.5%+30.0pp | 76.6%+21.9pp | 69.3%+29.2pp |
| Annual return | 12.70% | 6.30%+6.4pp | 22.78%-10.1pp | 20.14%-7.4pp |
| Employer contribution / active EE | $7,182 | $2,400+199.3% | $3,574+100.9% | $2,281+214.9% |
| Participant deferral / active EE | $15,223 | $2,709+461.9% | $3,712+310.1% | $3,203+375.3% |
| Admin fee / account holder | $12,249 | $3,581+242.1% | $5,332+129.7% | $4,296+185.1% |