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 | $123,919 | $80,968+53.0% | $96,544+28.4% | $75,163+64.9% |
| Participation rate | 98.6% | 71.8%+26.9pp | 76.0%+22.7pp | 67.2%+31.5pp |
| Annual return | 16.62% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $811 | $2,282-64.5% | $2,965-72.7% | $2,670-69.6% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,413 | $6,724-4.6% | $8,252-22.3% | $5,651+13.5% |