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 | $126,604 | $78,422+61.4% | $95,952+31.9% | $79,858+58.5% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.3pp |
| Annual return | 11.04% | 19.37%-8.3pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $6,945 | $1,945+257.0% | $2,541+173.3% | $2,471+181.1% |
| Participant deferral / active EE | $6,108 | $3,440+77.6% | $4,167+46.6% | $3,740+63.3% |
| Admin fee / account holder | $22,369 | $5,622+297.9% | $6,795+229.2% | $5,306+321.5% |