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 | $139,189 | $60,022+131.9% | $88,946+56.5% | $84,808+64.1% |
| Participation rate | 97.3% | 57.8%+39.5pp | 68.8%+28.4pp | 68.3%+29.0pp |
| Annual return | 15.27% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,500 | $1,703+46.8% | $2,555-2.2% | $2,631-5.0% |
| Participant deferral / active EE | $5,871 | $3,114+88.5% | $4,581+28.1% | $4,212+39.4% |
| Admin fee / account holder | $5,909 | $4,811+22.8% | $8,261-28.5% | $7,344-19.5% |