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 | $141,890 | $70,428+101.5% | $96,562+46.9% | $85,850+65.3% |
| Participation rate | 84.4% | 61.8%+22.6pp | 69.8%+14.6pp | 69.3%+15.1pp |
| Annual return | 14.37% | 18.59%-4.2pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $938 | $1,413-33.6% | $2,356-60.2% | $2,565-63.5% |
| Participant deferral / active EE | $1,443 | $2,894-50.1% | $3,849-62.5% | $3,952-63.5% |
| Admin fee / account holder | $2,871 | $4,997-42.5% | $6,181-53.6% | $6,260-54.1% |