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 | $110,043 | $61,774+78.1% | $97,226+13.2% | $80,856+36.1% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.7%+20.4pp | 67.6%+25.5pp |
| Annual return | 15.17% | -557.90%+573.1pp | 75.13%-60.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,305 | $1,837+25.5% | $2,729-15.5% | $2,755-16.3% |
| Participant deferral / active EE | $6,963 | $3,029+129.9% | $4,264+63.3% | $4,296+62.1% |
| Admin fee / account holder | $10,150 | $5,166+96.5% | $5,654+79.5% | $6,918+46.7% |