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 | $140,511 | $81,208+73.0% | $98,907+42.1% | $79,858+76.0% |
| Participation rate | 93.2% | 72.5%+20.7pp | 76.0%+17.2pp | 69.6%+23.5pp |
| Annual return | 12.46% | 60.99%-48.5pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,245 | $1,960-36.5% | $2,689-53.7% | $2,471-49.6% |
| Participant deferral / active EE | $6,069 | $3,265+85.9% | $4,244+43.0% | $3,740+62.3% |
| Admin fee / account holder | $7,774 | $6,013+29.3% | $6,642+17.1% | $5,306+46.5% |