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 | $127,825 | $51,175+149.8% | $70,515+81.3% | $75,163+70.1% |
| Participation rate | 81.1% | 60.9%+20.1pp | 68.3%+12.7pp | 67.2%+13.9pp |
| Annual return | 19.77% | 30.02%-10.3pp | 32.77%-13.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,350 | $1,826+28.7% | $2,973-21.0% | $2,670-12.0% |
| Participant deferral / active EE | $6,208 | $2,849+117.9% | $4,567+35.9% | $4,125+50.5% |
| Admin fee / account holder | $34,780 | $4,091+750.2% | $6,412+442.4% | $5,651+515.5% |