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 | $138,100 | $89,753+53.9% | $107,525+28.4% | $84,808+62.8% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 18.03% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,005 | $3,113+28.6% | $3,754+6.7% | $2,631+52.2% |
| Participant deferral / active EE | $7,409 | $4,056+82.7% | $5,116+44.8% | $4,212+75.9% |
| Admin fee / account holder | $4,881 | $7,222-32.4% | $8,919-45.3% | $7,344-33.5% |