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 | $114,192 | $57,016+100.3% | $84,966+34.4% | $80,856+41.2% |
| Participation rate | 87.9% | 56.3%+31.5pp | 67.5%+20.4pp | 67.6%+20.2pp |
| Annual return | 15.44% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,448 | $1,798+203.1% | $2,727+99.8% | $2,755+97.8% |
| Participant deferral / active EE | $7,694 | $3,110+147.4% | $4,519+70.2% | $4,296+79.1% |
| Admin fee / account holder | $10,320 | $4,980+107.2% | $6,149+67.8% | $6,918+49.2% |