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 | $114,514 | $99,985+14.5% | $146,665-21.9% | $85,850+33.4% |
| Participation rate | 90.3% | 73.1%+17.3pp | 80.1%+10.3pp | 69.3%+21.0pp |
| Annual return | 14.39% | 18.93%-4.5pp | 22.74%-8.4pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,182 | $2,559-53.8% | $4,136-71.4% | $2,565-53.9% |
| Participant deferral / active EE | $9,779 | $4,006+144.1% | $5,506+77.6% | $3,952+147.5% |
| Admin fee / account holder | $3,936 | $7,702-48.9% | $10,280-61.7% | $6,260-37.1% |