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 | $124,863 | $102,317+22.0% | $146,958-15.0% | $80,856+54.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 13.48% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,563 | $3,713-57.9% | $4,933-68.3% | $2,755-43.3% |
| Participant deferral / active EE | $8,389 | $6,644+26.3% | $8,070+3.9% | $4,296+95.3% |
| Admin fee / account holder | $3,717 | $7,941-53.2% | $12,998-71.4% | $6,918-46.3% |