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 | $103,293 | $70,532+46.4% | $68,948+49.8% | $137,256-24.7% |
| Participation rate | 94.7% | 81.0%+13.8pp | 79.2%+15.6pp | 80.0%+14.8pp |
| Annual return | 15.20% | 32.56%-17.4pp | 28.39%-13.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $619 | $4,355-85.8% | $4,165-85.1% | $4,156-85.1% |
| Participant deferral / active EE | $3,464 | $6,773-48.9% | $6,186-44.0% | $6,407-45.9% |
| Admin fee / account holder | $9,129 | $7,916+15.3% | $7,539+21.1% | $12,270-25.6% |