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 | $128,656 | $68,719+87.2% | $91,541+40.5% | $84,808+51.7% |
| Participation rate | 78.9% | 64.5%+14.4pp | 69.8%+9.2pp | 68.3%+10.6pp |
| Annual return | 15.71% | 19.12%-3.4pp | 20.50%-4.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,725 | $1,920+94.0% | $2,505+48.7% | $2,631+41.6% |
| Participant deferral / active EE | $7,545 | $3,136+140.6% | $4,008+88.3% | $4,212+79.1% |
| Admin fee / account holder | $3,126 | $5,786-46.0% | $6,956-55.1% | $7,344-57.4% |