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 | $110,030 | $85,766+28.3% | $136,294-19.3% | $70,131+56.9% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 21.01% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,692 | $2,966+24.5% | $4,695-21.4% | $2,342+57.6% |
| Participant deferral / active EE | $7,498 | $5,051+48.4% | $6,247+20.0% | $3,332+125.0% |
| Admin fee / account holder | $1,596 | $5,420-70.6% | $9,243-82.7% | $4,645-65.6% |