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 | $138,263 | $67,411+105.1% | $91,001+51.9% | $70,131+97.2% |
| Participation rate | 95.1% | 71.4%+23.8pp | 75.6%+19.5pp | 69.5%+25.6pp |
| Annual return | 17.17% | -40.16%+57.3pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $7,719 | $1,786+332.2% | $2,456+214.4% | $2,342+229.5% |
| Participant deferral / active EE | $6,015 | $2,823+113.1% | $3,547+69.6% | $3,332+80.5% |
| Admin fee / account holder | $2,737 | $4,236-35.4% | $5,417-49.5% | $4,645-41.1% |