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 | $129,124 | $85,766+50.6% | $136,294-5.3% | $70,131+84.1% |
| Participation rate | 95.7% | 74.2%+21.6pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 16.11% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $5,555 | $2,966+87.3% | $4,695+18.3% | $2,342+137.2% |
| Participant deferral / active EE | $9,482 | $5,051+87.7% | $6,247+51.8% | $3,332+184.6% |
| Admin fee / account holder | $4,170 | $5,420-23.1% | $9,243-54.9% | $4,645-10.2% |