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 | $88,609 | $85,766+3.3% | $136,294-35.0% | $70,131+26.3% |
| Participation rate | 81.1% | 74.2%+7.0pp | 81.9%-0.8pp | 69.5%+11.6pp |
| Annual return | 15.79% | 31.45%-15.7pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,845 | $2,966-37.8% | $4,695-60.7% | $2,342-21.2% |
| Participant deferral / active EE | $4,502 | $5,051-10.9% | $6,247-27.9% | $3,332+35.1% |
| Admin fee / account holder | $17,268 | $5,420+218.6% | $9,243+86.8% | $4,645+271.7% |