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 | $142,059 | $78,422+81.1% | $95,952+48.1% | $79,858+77.9% |
| Participation rate | 70.2% | 73.5%-3.3pp | 77.1%-6.9pp | 69.6%+0.5pp |
| Annual return | 16.55% | 19.37%-2.8pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,817 | $1,945-6.6% | $2,541-28.5% | $2,471-26.5% |
| Participant deferral / active EE | $3,897 | $3,440+13.3% | $4,167-6.5% | $3,740+4.2% |
| Admin fee / account holder | $1,920 | $5,622-65.8% | $6,795-71.7% | $5,306-63.8% |