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 | $87,923 | $53,127+65.5% | $86,590+1.5% | $70,131+25.4% |
| Participation rate | 92.8% | 65.3%+27.5pp | 73.5%+19.2pp | 69.5%+23.2pp |
| Annual return | 15.29% | 27.66%-12.4pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,070 | $2,068-48.3% | $2,839-62.3% | $2,342-54.3% |
| Participant deferral / active EE | $5,816 | $2,696+115.8% | $3,609+61.2% | $3,332+74.6% |
| Admin fee / account holder | $9,367 | $3,585+161.3% | $4,906+90.9% | $4,645+101.6% |