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 | $89,020 | $67,606+31.7% | $82,313+8.1% | $70,131+26.9% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 15.62% | 21.57%-5.9pp | 25.88%-10.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $7,964 | $1,755+353.8% | $2,428+228.0% | $2,342+240.0% |
| Participant deferral / active EE | $4,786 | $2,987+60.2% | $3,706+29.2% | $3,332+43.7% |
| Admin fee / account holder | $2,218 | $4,512-50.9% | $5,608-60.5% | $4,645-52.3% |