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 | $98,708 | $45,073+119.0% | $69,455+42.1% | $72,985+35.2% |
| Participation rate | 88.1% | 68.5%+19.6pp | 74.6%+13.5pp | 69.5%+18.6pp |
| Annual return | 20.06% | 22.65%-2.6pp | 28.97%-8.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,107 | $2,054+2.6% | $2,779-24.2% | $2,440-13.6% |
| Participant deferral / active EE | $5,536 | $2,602+112.8% | $3,535+56.6% | $3,607+53.5% |
| Admin fee / account holder | $3,092 | $3,056+1.2% | $3,839-19.5% | $5,124-39.7% |