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 | $119,054 | $88,672+34.3% | $105,223+13.1% | $82,448+44.4% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.0pp |
| Annual return | 18.14% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $6,276 | $3,048+105.9% | $3,689+70.2% | $2,551+146.0% |
| Participant deferral / active EE | $15,111 | $4,036+274.4% | $5,072+197.9% | $4,139+265.1% |
| Admin fee / account holder | $16,588 | $7,146+132.1% | $8,859+87.2% | $7,234+129.3% |