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 6-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 | $137,500 | $89,753+53.2% | $107,525+27.9% | $84,808+62.1% |
| Participation rate | 93.7% | 68.1%+25.6pp | 75.1%+18.6pp | 68.3%+25.3pp |
| Annual return | 18.82% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,930 | $3,113+26.2% | $3,754+4.7% | $2,631+49.4% |
| Participant deferral / active EE | $6,493 | $4,056+60.1% | $5,116+26.9% | $4,212+54.2% |
| Admin fee / account holder | $16,413 | $7,222+127.3% | $8,919+84.0% | $7,344+123.5% |