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 | $86,228 | $52,279+64.9% | $89,391-3.5% | $79,858+8.0% |
| Participation rate | 82.1% | 57.5%+24.5pp | 68.0%+14.1pp | 69.6%+12.4pp |
| Annual return | 14.38% | 22.16%-7.8pp | 245.62%-231.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $506 | $1,572-67.8% | $2,586-80.4% | $2,471-79.5% |
| Participant deferral / active EE | $4,481 | $2,740+63.5% | $3,890+15.2% | $3,740+19.8% |
| Admin fee / account holder | $1,566 | $3,356-53.3% | $4,881-67.9% | $5,306-70.5% |