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 | $143,842 | $52,681+173.0% | $75,781+89.8% | $59,632+141.2% |
| Participation rate | 71.4% | 67.2%+4.2pp | 75.8%-4.4pp | 68.7%+2.8pp |
| Annual return | 13.36% | 2.95%+10.4pp | 9.68%+3.7pp | 2041.28%-2027.9pp |
| Employer contribution / active EE | $2,839 | $2,193+29.5% | $3,323-14.6% | $2,203+28.9% |
| Participant deferral / active EE | $6,857 | $2,591+164.7% | $3,651+87.8% | $3,192+114.8% |
| Admin fee / account holder | $5,123 | $3,610+41.9% | $5,299-3.3% | $4,297+19.2% |