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 | $90,642 | $54,705+65.7% | $71,209+27.3% | $84,808+6.9% |
| Participation rate | 73.9% | 64.1%+9.8pp | 73.8%+0.2pp | 68.3%+5.6pp |
| Annual return | 21.73% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,775 | $2,158-17.7% | $2,721-34.8% | $2,631-32.5% |
| Participant deferral / active EE | $5,784 | $3,030+90.9% | $4,175+38.5% | $4,212+37.3% |
| Admin fee / account holder | $2,439 | $4,863-49.9% | $5,349-54.4% | $7,344-66.8% |