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 | $126,926 | $95,803+32.5% | $113,168+12.2% | $84,808+49.7% |
| Participation rate | 81.5% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.2pp |
| Annual return | 23.30% | 25.00%-1.7pp | 24.27%-1.0pp | 40.90%-17.6pp |
| Employer contribution / active EE | $5,639 | $2,360+138.9% | $2,975+89.5% | $2,631+114.3% |
| Participant deferral / active EE | $12,485 | $4,242+194.3% | $5,107+144.5% | $4,212+196.4% |
| Admin fee / account holder | $11,002 | $8,989+22.4% | $12,068-8.8% | $7,344+49.8% |