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 | $148,738 | $78,422+89.7% | $95,952+55.0% | $79,858+86.3% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 10.26% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $854 | $1,945-56.1% | $2,541-66.4% | $2,471-65.4% |
| Participant deferral / active EE | $2,675 | $3,440-22.2% | $4,167-35.8% | $3,740-28.5% |
| Admin fee / account holder | $15,342 | $5,622+172.9% | $6,795+125.8% | $5,306+189.1% |