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 | $137,603 | $78,672+74.9% | $109,143+26.1% | $85,850+60.3% |
| Participation rate | 97.3% | 68.3%+29.0pp | 75.9%+21.4pp | 69.3%+28.0pp |
| Annual return | 11.72% | 25.09%-13.4pp | 25.75%-14.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $6,741 | $2,735+146.5% | $3,722+81.1% | $2,565+162.8% |
| Participant deferral / active EE | $2,777 | $3,467-19.9% | $4,653-40.3% | $3,952-29.7% |
| Admin fee / account holder | $23,557 | $5,469+330.7% | $6,752+248.9% | $6,260+276.3% |