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 | $77,186 | $89,355-13.6% | $141,162-45.3% | $72,985+5.8% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 22.48% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,336 | $3,114+71.3% | $4,735+12.7% | $2,440+118.7% |
| Participant deferral / active EE | $6,354 | $5,418+17.3% | $6,709-5.3% | $3,607+76.1% |
| Admin fee / account holder | $15,846 | $5,958+166.0% | $10,261+54.4% | $5,124+209.2% |