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 | $82,941 | $25,014+231.6% | $69,647+19.1% | $80,856+2.6% |
| Participation rate | 90.4% | 64.2%+26.1pp | 66.5%+23.9pp | 67.6%+22.7pp |
| Annual return | 12.90% | 19.07%-6.2pp | 100.48%-87.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,369 | $993+37.8% | $1,712-20.1% | $2,755-50.3% |
| Participant deferral / active EE | $5,834 | $1,839+217.3% | $2,886+102.2% | $4,296+35.8% |
| Admin fee / account holder | $2,529 | $2,488+1.6% | $4,713-46.3% | $6,918-63.4% |