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 | $119,496 | $78,705+51.8% | $117,854+1.4% | $70,131+70.4% |
| Participation rate | 94.1% | 73.2%+20.9pp | 79.7%+14.5pp | 69.5%+24.6pp |
| Annual return | 14.52% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,334 | $2,223-40.0% | $3,786-64.8% | $2,342-43.0% |
| Participant deferral / active EE | $7,684 | $3,297+133.0% | $4,482+71.4% | $3,332+130.6% |
| Admin fee / account holder | $2,030 | $5,065-59.9% | $8,020-74.7% | $4,645-56.3% |