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 | $63,233 | $53,516+18.2% | $126,539-50.0% | $84,808-25.4% |
| Participation rate | 96.4% | 58.2%+38.2pp | 69.8%+26.6pp | 68.3%+28.1pp |
| Annual return | 14.76% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,347 | $1,535+52.9% | $3,674-36.1% | $2,631-10.8% |
| Participant deferral / active EE | $6,021 | $2,671+125.5% | $4,083+47.5% | $4,212+43.0% |
| Admin fee / account holder | $1,690 | $4,497-62.4% | $6,065-72.1% | $7,344-77.0% |