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 | $135,712 | $58,523+131.9% | $99,443+36.5% | $72,985+85.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.07% | 28.51%-7.4pp | 30.72%-9.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,117 | $1,512+106.2% | $2,540+22.7% | $2,440+27.8% |
| Participant deferral / active EE | $3,561 | $2,606+36.6% | $3,619-1.6% | $3,607-1.3% |
| Admin fee / account holder | $8,353 | $4,102+103.6% | $6,250+33.6% | $5,124+63.0% |