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 | $156,843 | $95,416+64.4% | $185,823-15.6% | $85,850+82.7% |
| Participation rate | 86.2% | 68.8%+17.4pp | 81.7%+4.5pp | 69.3%+16.9pp |
| Annual return | 14.22% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,323 | $3,314+0.3% | $5,167-35.7% | $2,565+29.6% |
| Participant deferral / active EE | $4,382 | $3,423+28.0% | $5,568-21.3% | $3,952+10.9% |
| Admin fee / account holder | $1,137 | $7,213-84.2% | $16,237-93.0% | $6,260-81.8% |