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 | $132,416 | $65,365+102.6% | $92,893+42.5% | $72,985+81.4% |
| Participation rate | 85.3% | 68.3%+17.0pp | 76.0%+9.3pp | 69.5%+15.8pp |
| Annual return | 21.72% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $7,392 | $2,594+185.0% | $3,653+102.4% | $2,440+203.0% |
| Participant deferral / active EE | $2,997 | $3,128-4.2% | $4,236-29.3% | $3,607-16.9% |
| Admin fee / account holder | $3,649 | $4,251-14.2% | $5,794-37.0% | $5,124-28.8% |