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 | $140,551 | $54,705+156.9% | $71,209+97.4% | $84,808+65.7% |
| Participation rate | 73.3% | 64.1%+9.3pp | 73.8%-0.4pp | 68.3%+5.0pp |
| Annual return | 13.70% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,593 | $2,158+66.5% | $2,721+32.0% | $2,631+36.6% |
| Participant deferral / active EE | $5,665 | $3,030+86.9% | $4,175+35.7% | $4,212+34.5% |
| Admin fee / account holder | $7,740 | $4,863+59.1% | $5,349+44.7% | $7,344+5.4% |