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 | $142,041 | $107,452+32.2% | $91,541+55.2% | $142,382-0.2% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 18.16% | 22.06%-3.9pp | 20.50%-2.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,450 | $2,994-18.2% | $2,505-2.2% | $4,299-43.0% |
| Participant deferral / active EE | $6,406 | $4,754+34.7% | $4,008+59.8% | $6,507-1.6% |
| Admin fee / account holder | $2,604 | $8,834-70.5% | $6,956-62.6% | $12,624-79.4% |