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 | $113,839 | $89,753+26.8% | $107,525+5.9% | $84,808+34.2% |
| Participation rate | 98.4% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.0pp |
| Annual return | 13.38% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $9,743 | $3,113+212.9% | $3,754+159.6% | $2,631+270.3% |
| Participant deferral / active EE | $2,702 | $4,056-33.4% | $5,116-47.2% | $4,212-35.9% |
| Admin fee / account holder | $6,333 | $7,222-12.3% | $8,919-29.0% | $7,344-13.8% |