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 | $152,934 | $68,719+122.6% | $91,541+67.1% | $84,808+80.3% |
| Participation rate | 83.3% | 64.5%+18.8pp | 69.8%+13.6pp | 68.3%+15.0pp |
| Annual return | 15.87% | 19.12%-3.2pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,056 | $1,920+59.2% | $2,505+22.0% | $2,631+16.2% |
| Participant deferral / active EE | $4,846 | $3,136+54.5% | $4,008+20.9% | $4,212+15.1% |
| Admin fee / account holder | $25,509 | $5,786+340.8% | $6,956+266.7% | $7,344+247.4% |