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 | $123,670 | $78,422+57.7% | $95,952+28.9% | $79,858+54.9% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 14.04% | 19.37%-5.3pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,623 | $1,945+34.8% | $2,541+3.2% | $2,471+6.1% |
| Participant deferral / active EE | $8,946 | $3,440+160.1% | $4,167+114.7% | $3,740+139.2% |
| Admin fee / account holder | $23,266 | $5,622+313.8% | $6,795+242.4% | $5,306+338.5% |