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 | $130,121 | $86,286+50.8% | $111,297+16.9% | $85,850+51.6% |
| Participation rate | 77.9% | 73.3%+4.6pp | 77.3%+0.6pp | 69.3%+8.6pp |
| Annual return | 15.56% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,229 | $2,043-39.9% | $2,731-55.0% | $2,565-52.1% |
| Participant deferral / active EE | $2,242 | $3,641-38.4% | $4,487-50.0% | $3,952-43.3% |
| Admin fee / account holder | $8,292 | $8,188+1.3% | $7,964+4.1% | $6,260+32.5% |