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 | $126,090 | $48,795+158.4% | $65,493+92.5% | $84,808+48.7% |
| Participation rate | 90.9% | 67.0%+23.9pp | 73.1%+17.8pp | 68.3%+22.6pp |
| Annual return | 12.56% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,209 | $1,930+14.5% | $2,574-14.2% | $2,631-16.0% |
| Participant deferral / active EE | $5,994 | $2,928+104.7% | $3,961+51.3% | $4,212+42.3% |
| Admin fee / account holder | $413 | $3,877-89.3% | $5,028-91.8% | $7,344-94.4% |