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 | $104,923 | $66,098+58.7% | $101,794+3.1% | $74,304+41.2% |
| Participation rate | 93.8% | 53.8%+40.0pp | 69.2%+24.6pp | 60.3%+33.4pp |
| Annual return | 16.61% | 19.59%-3.0pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $5,626 | $1,082+420.2% | $2,289+145.8% | $2,241+151.0% |
| Participant deferral / active EE | $9,286 | $2,781+233.9% | $4,084+127.4% | $3,767+146.5% |
| Admin fee / account holder | $6,725 | $4,146+62.2% | $8,777-23.4% | $2,969+126.5% |