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 3-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 | $68,984 | $56,053+23.1% | $75,972-9.2% | $80,856-14.7% |
| Participation rate | 93.5% | 62.0%+31.4pp | 69.1%+24.4pp | 67.6%+25.8pp |
| Annual return | 16.83% | 20.53%-3.7pp | 359.55%-342.7pp | 35.59%-18.8pp |
| Employer contribution / active EE | $9,232 | $1,874+392.6% | $2,685+243.8% | $2,755+235.1% |
| Participant deferral / active EE | $2,229 | $3,052-27.0% | $4,255-47.6% | $4,296-48.1% |
| Admin fee / account holder | $7,239 | $5,234+38.3% | $6,467+11.9% | $6,918+4.6% |