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 | $135,632 | $67,894+99.8% | $89,340+51.8% | $82,448+64.5% |
| Participation rate | 90.5% | 64.0%+26.4pp | 69.6%+20.9pp | 68.1%+22.4pp |
| Annual return | 15.35% | 19.21%-3.9pp | 20.57%-5.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,989 | $1,828+227.7% | $2,231+168.4% | $2,551+134.8% |
| Participant deferral / active EE | $3,599 | $3,072+17.1% | $3,823-5.9% | $4,139-13.1% |
| Admin fee / account holder | $9,234 | $5,723+61.4% | $6,704+37.7% | $7,234+27.6% |