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 | $117,778 | $78,422+50.2% | $95,952+22.7% | $79,858+47.5% |
| Participation rate | 83.5% | 73.5%+10.0pp | 77.1%+6.5pp | 69.6%+13.9pp |
| Annual return | 12.77% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,034 | $1,945-46.9% | $2,541-59.3% | $2,471-58.2% |
| Participant deferral / active EE | $4,563 | $3,440+32.7% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $3,336 | $5,622-40.7% | $6,795-50.9% | $5,306-37.1% |