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 | $122,095 | $89,753+36.0% | $107,525+13.6% | $84,808+44.0% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 15.86% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,546 | $3,113+46.0% | $3,754+21.1% | $2,631+72.8% |
| Participant deferral / active EE | $5,899 | $4,056+45.4% | $5,116+15.3% | $4,212+40.1% |
| Admin fee / account holder | $1,494 | $7,222-79.3% | $8,919-83.3% | $7,344-79.7% |