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 | $111,368 | $48,046+131.8% | $84,611+31.6% | $72,985+52.6% |
| Participation rate | 95.3% | 57.6%+37.7pp | 68.2%+27.1pp | 69.5%+25.8pp |
| Annual return | 21.20% | 37.38%-16.2pp | 258.74%-237.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,321 | $1,602-17.5% | $2,652-50.2% | $2,440-45.8% |
| Participant deferral / active EE | $5,300 | $2,680+97.7% | $3,899+36.0% | $3,607+46.9% |
| Admin fee / account holder | $10,650 | $3,395+213.7% | $4,912+116.8% | $5,124+107.8% |