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 | $122,704 | $98,750+24.3% | $149,696-18.0% | $79,858+53.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 13.95% | 27.43%-13.5pp | 276.60%-262.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,346 | $3,216+35.1% | $4,644-6.4% | $2,471+75.9% |
| Participant deferral / active EE | $10,348 | $5,680+82.2% | $6,842+51.2% | $3,740+176.7% |
| Admin fee / account holder | $3,508 | $6,053-42.0% | $9,309-62.3% | $5,306-33.9% |