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 | $137,428 | $56,054+145.2% | $171,082-19.7% | $62,891+118.5% |
| Participation rate | 92.9% | 62.9%+30.1pp | 76.7%+16.2pp | 69.3%+23.6pp |
| Annual return | 11.58% | 22.52%-10.9pp | 32.56%-21.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $9,768 | $1,731+464.3% | $4,002+144.1% | $2,281+328.3% |
| Participant deferral / active EE | $4,922 | $3,158+55.9% | $4,797+2.6% | $3,203+53.7% |
| Admin fee / account holder | $2,003 | $3,647-45.1% | $8,520-76.5% | $4,296-53.4% |