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 | $72,342 | $40,256+79.7% | $57,343+26.2% | $59,632+21.3% |
| Participation rate | 94.0% | 69.2%+24.8pp | 75.1%+18.9pp | 68.7%+25.3pp |
| Annual return | 2.08% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $3,750 | $1,922+95.2% | $2,689+39.5% | $2,203+70.3% |
| Participant deferral / active EE | $6,705 | $2,399+179.5% | $3,162+112.0% | $3,192+110.1% |
| Admin fee / account holder | $6,137 | $2,818+117.8% | $3,356+82.9% | $4,297+42.8% |