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 | $135,566 | $73,638+84.1% | $95,952+41.3% | $73,488+84.5% |
| Participation rate | 76.1% | 76.2%0pp | 77.1%-0.9pp | 70.7%+5.5pp |
| Annual return | 12.92% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,603 | $1,863+39.7% | $2,541+2.4% | $2,270+14.7% |
| Participant deferral / active EE | $5,839 | $3,617+61.4% | $4,167+40.1% | $3,740+56.1% |
| Admin fee / account holder | $12,047 | $482+2398.9% | $6,795+77.3% | $513+2248.0% |