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 | $107,647 | $71,050+51.5% | $93,606+15.0% | $80,856+33.1% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.2pp | 67.6%+16.2pp |
| Annual return | 22.07% | 11.26%+10.8pp | 133.20%-111.1pp | 35.59%-13.5pp |
| Employer contribution / active EE | $3,035 | $1,564+94.1% | $2,420+25.4% | $2,755+10.2% |
| Participant deferral / active EE | $6,841 | $4,034+69.6% | $4,411+55.1% | $4,296+59.3% |
| Admin fee / account holder | $1,945 | $6,945-72.0% | $8,285-76.5% | $6,918-71.9% |