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 | $132,460 | $70,669+87.4% | $169,368-21.8% | $75,163+76.2% |
| Participation rate | 92.9% | 64.8%+28.1pp | 77.1%+15.7pp | 67.2%+25.7pp |
| Annual return | 18.73% | 36.36%-17.6pp | 405.60%-386.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,009 | $2,211-54.4% | $4,013-74.9% | $2,670-62.2% |
| Participant deferral / active EE | $9,009 | $4,311+109.0% | $6,221+44.8% | $4,125+118.4% |
| Admin fee / account holder | $9,654 | $5,402+78.7% | $9,003+7.2% | $5,651+70.8% |