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 | $84,727 | $72,400+17.0% | $67,502+25.5% | $145,922-41.9% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 9.97% | 7182.46%-7172.5pp | 3512.12%-3502.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,169 | $3,069-61.9% | $2,731-57.2% | $4,660-74.9% |
| Participant deferral / active EE | $3,090 | $4,783-35.4% | $4,000-22.7% | $6,688-53.8% |
| Admin fee / account holder | $7,675 | $5,539+38.6% | $3,998+92.0% | $13,397-42.7% |