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 | $116,162 | $52,903+119.6% | $73,307+58.5% | $59,632+94.8% |
| Participation rate | 72.5% | 68.2%+4.3pp | 74.9%-2.4pp | 68.7%+3.8pp |
| Annual return | -0.02% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,524 | $1,909-20.1% | $3,237-52.9% | $2,203-30.8% |
| Participant deferral / active EE | $9,326 | $4,069+129.2% | $4,991+86.8% | $3,192+192.2% |
| Admin fee / account holder | $5,151 | $3,834+34.3% | $5,637-8.6% | $4,297+19.9% |