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 | $136,748 | $72,492+88.6% | $87,100+57.0% | $72,985+87.4% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 21.37% | 24.46%-3.1pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $4,372 | $1,894+130.8% | $2,521+73.4% | $2,440+79.2% |
| Participant deferral / active EE | $4,823 | $3,270+47.5% | $4,049+19.1% | $3,607+33.7% |
| Admin fee / account holder | $6,679 | $5,055+32.1% | $7,497-10.9% | $5,124+30.3% |