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 | $129,410 | $54,705+136.6% | $71,209+81.7% | $84,808+52.6% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 19.48% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,567 | $2,158+65.3% | $2,721+31.1% | $2,631+35.6% |
| Participant deferral / active EE | $5,872 | $3,030+93.8% | $4,175+40.6% | $4,212+39.4% |
| Admin fee / account holder | $6,186 | $4,863+27.2% | $5,349+15.7% | $7,344-15.8% |