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 | $112,451 | $65,395+72.0% | $182,532-38.4% | $72,985+54.1% |
| Participation rate | 81.1% | 65.4%+15.6pp | 78.0%+3.1pp | 69.5%+11.6pp |
| Annual return | 30.03% | 27.68%+2.4pp | 148.54%-118.5pp | 81.00%-51.0pp |
| Employer contribution / active EE | $556 | $1,911-70.9% | $4,076-86.4% | $2,440-77.2% |
| Participant deferral / active EE | $3,128 | $3,563-12.2% | $5,524-43.4% | $3,607-13.3% |
| Admin fee / account holder | $11,971 | $4,245+182.0% | $8,592+39.3% | $5,124+133.6% |