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 | $108,689 | $54,705+98.7% | $71,209+52.6% | $84,808+28.2% |
| Participation rate | 88.1% | 64.1%+24.0pp | 73.8%+14.3pp | 68.3%+19.8pp |
| Annual return | 16.46% | 35.90%-19.4pp | 282.51%-266.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,375 | $2,158+102.7% | $2,721+60.8% | $2,631+66.3% |
| Participant deferral / active EE | $5,695 | $3,030+87.9% | $4,175+36.4% | $4,212+35.2% |
| Admin fee / account holder | $6,406 | $4,863+31.7% | $5,349+19.8% | $7,344-12.8% |