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 | $99,124 | $52,681+88.2% | $75,781+30.8% | $59,632+66.2% |
| Participation rate | 79.3% | 67.2%+12.1pp | 75.8%+3.5pp | 68.7%+10.6pp |
| Annual return | 0.53% | 2.95%-2.4pp | 9.68%-9.1pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,595 | $2,193-27.3% | $3,323-52.0% | $2,203-27.6% |
| Participant deferral / active EE | $4,191 | $2,591+61.8% | $3,651+14.8% | $3,192+31.3% |
| Admin fee / account holder | $12,305 | $3,610+240.9% | $5,299+132.2% | $4,297+186.4% |