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 | $119,957 | $49,227+143.7% | $70,449+70.3% | $79,858+50.2% |
| Participation rate | 98.8% | 69.2%+29.6pp | 75.1%+23.7pp | 69.6%+29.2pp |
| Annual return | 14.99% | 30.06%-15.1pp | 109.03%-94.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,137 | $2,099+97.1% | $2,737+51.2% | $2,471+67.4% |
| Participant deferral / active EE | $6,335 | $2,768+128.9% | $3,709+70.8% | $3,740+69.4% |
| Admin fee / account holder | $2,807 | $2,878-2.5% | $3,845-27.0% | $5,306-47.1% |