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 | $111,224 | $48,795+127.9% | $65,493+69.8% | $84,808+31.1% |
| Participation rate | 76.2% | 67.0%+9.2pp | 73.1%+3.1pp | 68.3%+7.9pp |
| Annual return | 21.10% | 20.20%+0.9pp | 982.45%-961.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,413 | $1,930+25.1% | $2,574-6.3% | $2,631-8.3% |
| Participant deferral / active EE | $5,219 | $2,928+78.2% | $3,961+31.8% | $4,212+23.9% |
| Admin fee / account holder | $3,548 | $3,877-8.5% | $5,028-29.4% | $7,344-51.7% |