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 | $133,700 | $68,547+95.0% | $120,354+11.1% | $80,856+65.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 16.72% | 23.60%-6.9pp | 107.15%-90.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,607 | $2,051+27.1% | $3,463-24.7% | $2,755-5.4% |
| Participant deferral / active EE | $11,195 | $3,173+252.8% | $4,991+124.3% | $4,296+160.6% |
| Admin fee / account holder | $11,450 | $5,732+99.8% | $9,423+21.5% | $6,918+65.5% |