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 | $119,732 | $85,766+39.6% | $136,294-12.2% | $70,131+70.7% |
| Participation rate | 78.2% | 74.2%+4.0pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 17.67% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,638 | $2,966-11.1% | $4,695-43.8% | $2,342+12.6% |
| Participant deferral / active EE | $5,977 | $5,051+18.3% | $6,247-4.3% | $3,332+79.4% |
| Admin fee / account holder | $1,345 | $5,420-75.2% | $9,243-85.4% | $4,645-71.0% |