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 | $125,973 | $78,705+60.1% | $117,854+6.9% | $70,131+79.6% |
| Participation rate | 87.0% | 73.2%+13.8pp | 79.7%+7.4pp | 69.5%+17.5pp |
| Annual return | 24.77% | 23.30%+1.5pp | 335.08%-310.3pp | 73.14%-48.4pp |
| Employer contribution / active EE | $6,044 | $2,223+171.9% | $3,786+59.6% | $2,342+158.0% |
| Participant deferral / active EE | $7,261 | $3,297+120.2% | $4,482+62.0% | $3,332+117.9% |
| Admin fee / account holder | $1,215 | $5,065-76.0% | $8,020-84.9% | $4,645-73.8% |