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 | $88,871 | $78,705+12.9% | $117,854-24.6% | $70,131+26.7% |
| Participation rate | 89.8% | 73.2%+16.6pp | 79.7%+10.2pp | 69.5%+20.3pp |
| Annual return | 16.66% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,670 | $2,223-24.9% | $3,786-55.9% | $2,342-28.7% |
| Participant deferral / active EE | $3,508 | $3,297+6.4% | $4,482-21.7% | $3,332+5.3% |
| Admin fee / account holder | $1,203 | $5,065-76.2% | $8,020-85.0% | $4,645-74.1% |