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 | $115,349 | $78,422+47.1% | $95,952+20.2% | $79,858+44.4% |
| Participation rate | 94.7% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 19.24% | 19.37%-0.1pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,279 | $1,945+17.2% | $2,541-10.3% | $2,471-7.7% |
| Participant deferral / active EE | $5,838 | $3,440+69.7% | $4,167+40.1% | $3,740+56.1% |
| Admin fee / account holder | $6,412 | $5,622+14.1% | $6,795-5.6% | $5,306+20.8% |