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 | $92,527 | $45,073+105.3% | $69,455+33.2% | $72,985+26.8% |
| Participation rate | 90.3% | 68.5%+21.8pp | 74.6%+15.7pp | 69.5%+20.8pp |
| Annual return | 19.50% | 22.65%-3.1pp | 28.97%-9.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $8,184 | $2,054+298.5% | $2,779+194.5% | $2,440+235.4% |
| Participant deferral / active EE | $8,119 | $2,602+212.1% | $3,535+129.6% | $3,607+125.1% |
| Admin fee / account holder | $3,155 | $3,056+3.3% | $3,839-17.8% | $5,124-38.4% |