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 | $136,584 | $84,233+62.2% | $170,442-19.9% | $70,131+94.8% |
| Participation rate | 87.9% | 70.8%+17.0pp | 83.6%+4.3pp | 69.5%+18.3pp |
| Annual return | 16.64% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $5,606 | $3,387+65.5% | $5,433+3.2% | $2,342+139.3% |
| Participant deferral / active EE | $6,836 | $3,086+121.5% | $4,939+38.4% | $3,332+105.2% |
| Admin fee / account holder | $7,321 | $5,698+28.5% | $13,880-47.3% | $4,645+57.6% |