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 | $127,280 | $65,365+94.7% | $92,893+37.0% | $72,985+74.4% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 20.21% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,063 | $2,594+133.7% | $3,653+66.0% | $2,440+148.5% |
| Participant deferral / active EE | $3,114 | $3,128-0.5% | $4,236-26.5% | $3,607-13.7% |
| Admin fee / account holder | $4,832 | $4,251+13.7% | $5,794-16.6% | $5,124-5.7% |