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 | $133,560 | $84,233+58.6% | $170,442-21.6% | $70,131+90.4% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 17.68% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,329 | $3,387-31.2% | $5,433-57.1% | $2,342-0.6% |
| Participant deferral / active EE | $4,808 | $3,086+55.8% | $4,939-2.7% | $3,332+44.3% |
| Admin fee / account holder | $2,100 | $5,698-63.1% | $13,880-84.9% | $4,645-54.8% |