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 | $145,309 | $99,985+45.3% | $146,665-0.9% | $85,850+69.3% |
| Participation rate | 89.7% | 73.1%+16.6pp | 80.1%+9.6pp | 69.3%+20.3pp |
| Annual return | 14.24% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,109 | $2,559-56.7% | $4,136-73.2% | $2,565-56.8% |
| Participant deferral / active EE | $5,360 | $4,006+33.8% | $5,506-2.7% | $3,952+35.6% |
| Admin fee / account holder | $2,903 | $7,702-62.3% | $10,280-71.8% | $6,260-53.6% |