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 | $87,921 | $52,953+66.0% | $172,739-49.1% | $65,185+34.9% |
| Participation rate | 86.0% | 66.2%+19.8pp | 82.6%+3.4pp | 70.2%+15.8pp |
| Annual return | 18.48% | 30.12%-11.6pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $2,569 | $2,190+17.3% | $5,143-50.0% | $2,177+18.0% |
| Participant deferral / active EE | $5,075 | $2,471+105.4% | $5,198-2.4% | $3,514+44.4% |
| Admin fee / account holder | $11,574 | $472+2352.6% | $13,954-17.1% | $847+1266.3% |