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 | $126,572 | $52,681+140.3% | $75,781+67.0% | $59,632+112.3% |
| Participation rate | 94.7% | 67.2%+27.5pp | 75.8%+18.9pp | 68.7%+26.1pp |
| Annual return | 0.76% | 2.95%-2.2pp | 9.68%-8.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $5,731 | $2,193+161.3% | $3,323+72.4% | $2,203+160.2% |
| Participant deferral / active EE | $4,225 | $2,591+63.1% | $3,651+15.7% | $3,192+32.4% |
| Admin fee / account holder | $3,478 | $3,610-3.7% | $5,299-34.4% | $4,297-19.1% |