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 | $87,899 | $58,828+49.4% | $77,999+12.7% | $62,891+39.8% |
| Participation rate | 81.5% | 71.1%+10.4pp | 75.5%+6.0pp | 69.3%+12.2pp |
| Annual return | 6.84% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,148 | $1,672-31.3% | $2,470-53.5% | $2,281-49.7% |
| Participant deferral / active EE | $4,579 | $2,686+70.5% | $3,497+30.9% | $3,203+43.0% |
| Admin fee / account holder | $363 | $4,393-91.7% | $5,480-93.4% | $4,296-91.6% |