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 | $129,965 | $58,512+122.1% | $84,015+54.7% | $72,985+78.1% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 16.52% | 28.93%-12.4pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,918 | $1,163+64.9% | $1,983-3.3% | $2,440-21.4% |
| Participant deferral / active EE | $5,009 | $2,394+109.2% | $3,239+54.7% | $3,607+38.8% |
| Admin fee / account holder | $72,812 | $4,569+1493.7% | $6,101+1093.5% | $5,124+1320.9% |