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 | $137,372 | $76,367+79.9% | $93,606+46.8% | $72,985+88.2% |
| Participation rate | 83.1% | 71.7%+11.3pp | 75.8%+7.2pp | 69.5%+13.6pp |
| Annual return | 25.01% | 25.82%-0.8pp | 32.76%-7.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $5,185 | $2,275+127.9% | $2,718+90.8% | $2,440+112.5% |
| Participant deferral / active EE | $12,948 | $3,538+266.0% | $4,069+218.2% | $3,607+258.9% |
| Admin fee / account holder | $3,827 | $6,838-44.0% | $7,888-51.5% | $5,124-25.3% |