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 | $137,965 | $84,233+63.8% | $170,442-19.1% | $70,131+96.7% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 12.43% | 23.06%-10.6pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $6,185 | $3,387+82.6% | $5,433+13.8% | $2,342+164.0% |
| Participant deferral / active EE | $3,250 | $3,086+5.3% | $4,939-34.2% | $3,332-2.4% |
| Admin fee / account holder | $1,028 | $5,698-82.0% | $13,880-92.6% | $4,645-77.9% |