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 | $134,002 | $56,054+139.1% | $171,082-21.7% | $62,891+113.1% |
| Participation rate | 73.1% | 62.9%+10.2pp | 76.7%-3.6pp | 69.3%+3.8pp |
| Annual return | 9.15% | 22.52%-13.4pp | 32.56%-23.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,914 | $1,731+68.3% | $4,002-27.2% | $2,281+27.7% |
| Participant deferral / active EE | $5,979 | $3,158+89.3% | $4,797+24.6% | $3,203+86.7% |
| Admin fee / account holder | $1,579 | $3,647-56.7% | $8,520-81.5% | $4,296-63.2% |