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 | $125,262 | $71,050+76.3% | $93,606+33.8% | $80,856+54.9% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.6%+30.0pp |
| Annual return | 16.38% | 11.26%+5.1pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,295 | $1,564+174.7% | $2,420+77.5% | $2,755+55.9% |
| Participant deferral / active EE | $7,693 | $4,034+90.7% | $4,411+74.4% | $4,296+79.1% |
| Admin fee / account holder | $5,051 | $6,945-27.3% | $8,285-39.0% | $6,918-27.0% |