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 | $122,327 | $99,985+22.3% | $146,665-16.6% | $85,850+42.5% |
| Participation rate | 76.4% | 73.1%+3.3pp | 80.1%-3.7pp | 69.3%+7.1pp |
| Annual return | 13.33% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,417 | $2,559-44.6% | $4,136-65.7% | $2,565-44.8% |
| Participant deferral / active EE | $4,735 | $4,006+18.2% | $5,506-14.0% | $3,952+19.8% |
| Admin fee / account holder | $412 | $7,702-94.6% | $10,280-96.0% | $6,260-93.4% |