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 | $106,207 | $56,053+89.5% | $75,972+39.8% | $80,856+31.4% |
| Participation rate | 96.6% | 62.0%+34.5pp | 69.1%+27.5pp | 67.6%+28.9pp |
| Annual return | 13.07% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,879 | $1,874+53.6% | $2,685+7.2% | $2,755+4.5% |
| Participant deferral / active EE | $7,391 | $3,052+142.2% | $4,255+73.7% | $4,296+72.1% |
| Admin fee / account holder | $26,590 | $5,234+408.1% | $6,467+311.2% | $6,918+284.4% |