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 7-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 | $88,863 | $70,669+25.7% | $169,368-47.5% | $75,163+18.2% |
| Participation rate | 91.2% | 64.8%+26.4pp | 77.1%+14.0pp | 67.2%+24.0pp |
| Annual return | 27.13% | 36.36%-9.2pp | 405.60%-378.5pp | 160.62%-133.5pp |
| Employer contribution / active EE | $1,247 | $2,211-43.6% | $4,013-68.9% | $2,670-53.3% |
| Participant deferral / active EE | $5,440 | $4,311+26.2% | $6,221-12.6% | $4,125+31.9% |
| Admin fee / account holder | $3,260 | $5,402-39.7% | $9,003-63.8% | $5,651-42.3% |