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 | $118,148 | $54,762+115.7% | $90,281+30.9% | $72,985+61.9% |
| Participation rate | 97.6% | 65.1%+32.4pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 20.47% | 30.63%-10.2pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $6,652 | $2,092+217.9% | $2,854+133.1% | $2,440+172.7% |
| Participant deferral / active EE | $7,139 | $2,887+147.3% | $3,885+83.7% | $3,607+97.9% |
| Admin fee / account holder | $641 | $3,972-83.9% | $5,351-88.0% | $5,124-87.5% |