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 | $139,071 | $91,552+51.9% | $133,956+3.8% | $79,858+74.1% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.6%+15.4pp |
| Annual return | 10.57% | 61.85%-51.3pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,267 | $2,384-46.8% | $3,919-67.7% | $2,471-48.7% |
| Participant deferral / active EE | $3,072 | $3,733-17.7% | $5,048-39.1% | $3,740-17.9% |
| Admin fee / account holder | $3,898 | $6,321-38.3% | $8,927-56.3% | $5,306-26.5% |