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 | $204,086 | $107,934+89.1% | $91,989+121.9% | $152,861+33.5% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 24.72% | 89.24%-64.5pp | 69.02%-44.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,755 | $4,210-58.3% | $3,452-49.2% | $4,762-63.2% |
| Participant deferral / active EE | $5,078 | $6,364-20.2% | $5,923-14.3% | $5,850-13.2% |
| Admin fee / account holder | $745 | $10,520-92.9% | $7,743-90.4% | $11,596-93.6% |