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 | $123,696 | $89,355+38.4% | $141,162-12.4% | $72,985+69.5% |
| Participation rate | 73.8% | 75.1%-1.3pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 22.06% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,707 | $3,114-13.1% | $4,735-42.8% | $2,440+10.9% |
| Participant deferral / active EE | $7,257 | $5,418+34.0% | $6,709+8.2% | $3,607+101.2% |
| Admin fee / account holder | $9,331 | $5,958+56.6% | $10,261-9.1% | $5,124+82.1% |