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 | $62,280 | $51,576+20.8% | $129,207-51.8% | $80,856-23.0% |
| Participation rate | 93.8% | 57.0%+36.8pp | 69.6%+24.1pp | 67.6%+26.1pp |
| Annual return | 13.04% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,911 | $1,584+210.1% | $4,153+18.2% | $2,755+78.3% |
| Participant deferral / active EE | $2,403 | $2,669-10.0% | $4,168-42.3% | $4,296-44.1% |
| Admin fee / account holder | $810 | $4,305-81.2% | $7,715-89.5% | $6,918-88.3% |