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 | $127,383 | $53,127+139.8% | $86,590+47.1% | $70,131+81.6% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 15.40% | 27.66%-12.3pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $10,223 | $2,068+394.3% | $2,839+260.0% | $2,342+336.4% |
| Participant deferral / active EE | $4,915 | $2,696+82.3% | $3,609+36.2% | $3,332+47.5% |
| Admin fee / account holder | $5,132 | $3,585+43.1% | $4,906+4.6% | $4,645+10.5% |