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 | $115,584 | $54,762+111.1% | $90,281+28.0% | $72,985+58.4% |
| Participation rate | 97.7% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.2pp |
| Annual return | 28.34% | 30.63%-2.3pp | 78.10%-49.8pp | 81.00%-52.7pp |
| Employer contribution / active EE | $3,158 | $2,092+50.9% | $2,854+10.6% | $2,440+29.4% |
| Participant deferral / active EE | $6,907 | $2,887+139.3% | $3,885+77.8% | $3,607+91.5% |
| Admin fee / account holder | $10,116 | $3,972+154.7% | $5,351+89.0% | $5,124+97.4% |