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 | $70,558 | $51,576+36.8% | $129,207-45.4% | $80,856-12.7% |
| Participation rate | 80.8% | 57.0%+23.8pp | 69.6%+11.2pp | 67.6%+13.1pp |
| Annual return | 22.94% | 20.81%+2.1pp | 9417.33%-9394.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $1,550 | $1,584-2.2% | $4,153-62.7% | $2,755-43.8% |
| Participant deferral / active EE | $4,242 | $2,669+58.9% | $4,168+1.8% | $4,296-1.3% |
| Admin fee / account holder | $6,919 | $4,305+60.7% | $7,715-10.3% | $6,9180% |