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 | $107,491 | $76,367+40.8% | $93,606+14.8% | $72,985+47.3% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.8%+21.0pp | 69.5%+27.3pp |
| Annual return | 18.99% | 25.82%-6.8pp | 32.76%-13.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,731 | $2,275+151.9% | $2,718+110.9% | $2,440+134.9% |
| Participant deferral / active EE | $8,303 | $3,538+134.7% | $4,069+104.1% | $3,607+130.2% |
| Admin fee / account holder | $13,935 | $6,838+103.8% | $7,888+76.7% | $5,124+171.9% |