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 | $132,745 | $98,750+34.4% | $149,696-11.3% | $79,858+66.2% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.5pp |
| Annual return | 21.92% | 27.43%-5.5pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $4,738 | $3,216+47.3% | $4,644+2.0% | $2,471+91.8% |
| Participant deferral / active EE | $7,524 | $5,680+32.5% | $6,842+10.0% | $3,740+101.2% |
| Admin fee / account holder | $8,084 | $6,053+33.6% | $9,309-13.2% | $5,306+52.3% |