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 | $130,330 | $98,750+32.0% | $149,696-12.9% | $79,858+63.2% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.3pp |
| Annual return | 13.42% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $757 | $3,216-76.5% | $4,644-83.7% | $2,471-69.4% |
| Participant deferral / active EE | $6,992 | $5,680+23.1% | $6,842+2.2% | $3,740+86.9% |
| Admin fee / account holder | $22,687 | $6,053+274.8% | $9,309+143.7% | $5,306+327.5% |