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 | $84,409 | $63,346+33.3% | $92,233-8.5% | $70,131+20.4% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.0pp |
| Annual return | 18.69% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,369 | $2,471-44.6% | $3,679-62.8% | $2,342-41.6% |
| Participant deferral / active EE | $4,353 | $2,854+52.5% | $3,897+11.7% | $3,332+30.6% |
| Admin fee / account holder | $4,196 | $3,840+9.3% | $5,194-19.2% | $4,645-9.7% |