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 | $143,233 | $76,552+87.1% | $123,892+15.6% | $62,891+127.7% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,792 | $2,883+31.5% | $4,617-17.9% | $2,281+66.2% |
| Participant deferral / active EE | $6,729 | $4,840+39.0% | $5,984+12.4% | $3,203+110.1% |
| Admin fee / account holder | $17,070 | $4,826+253.7% | $8,357+104.3% | $4,296+297.4% |