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 | $121,198 | $51,604+134.9% | $129,295-6.3% | $80,874+49.9% |
| Participation rate | 96.8% | 57.0%+39.8pp | 69.6%+27.2pp | 67.6%+29.1pp |
| Annual return | 15.76% | 20.76%-5.0pp | 9429.28%-9413.5pp | 35.62%-19.9pp |
| Employer contribution / active EE | $5,276 | $1,585+232.9% | $4,157+26.9% | $2,756+91.4% |
| Participant deferral / active EE | $9,265 | $2,670+247.0% | $4,169+122.2% | $4,297+115.6% |
| Admin fee / account holder | $5,779 | $4,310+34.1% | $7,665-24.6% | $6,935-16.7% |