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 | $138,087 | $101,724+35.7% | $164,813-16.2% | $80,856+70.8% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.6%+30.6pp |
| Annual return | 15.79% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,596 | $2,953+55.6% | $4,341+5.9% | $2,755+66.8% |
| Participant deferral / active EE | $9,428 | $4,477+110.6% | $6,031+56.3% | $4,296+119.5% |
| Admin fee / account holder | $4,459 | $8,227-45.8% | $12,690-64.9% | $6,918-35.5% |